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Employer 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 | $2,170 | $149,040-98.5% | $120,225-98.2% | $137,256-98.4% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 39.97% | 605.68%-565.7pp | 439.23%-399.3pp | 220.34%-180.4pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,644 | $4,655+150.2% | $3,999+191.2% | $6,407+81.7% |
| Admin fee / account holder | $14 | $6,348-99.8% | $5,696-99.8% | $12,270-99.9% |