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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 | $3,331 | $114,119-97.1% | $107,187-96.9% | $138,895-97.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 18.98% | 273.21%-254.2pp | 204.55%-185.6pp | 145.39%-126.4pp |
| Employer contribution / active EE | $3,915 | $4,059-3.5% | $3,782+3.5% | $4,194-6.7% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $113 | $10,024-98.9% | $9,162-98.8% | $12,562-99.1% |