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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,332 | $114,013-98.8% | $103,693-98.7% | $155,188-99.1% |
| Participation rate | 70.0% | 75.2%-5.2pp | 72.6%-2.6pp | 80.8%-10.8pp |
| Annual return | 13.99% | 49.31%-35.3pp | 47.61%-33.6pp | 148.84%-134.8pp |
| Employer contribution / active EE | $207 | $3,131-93.4% | $2,920-92.9% | $4,248-95.1% |
| Participant deferral / active EE | $911 | $4,970-81.7% | $4,579-80.1% | $6,531-86.0% |
| Admin fee / account holder | $182 | $8,407-97.8% | $7,858-97.7% | $14,480-98.7% |