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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 | $2,942 | $115,810-97.5% | $101,271-97.1% | $158,966-98.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.49% | 56.15%-39.7pp | 46.48%-30.0pp | 302.95%-286.5pp |
| Employer contribution / active EE | $17,194 | $4,175+311.8% | $3,660+369.8% | $4,762+261.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $165 | $7,248-97.7% | $5,948-97.2% | $11,250-98.5% |