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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 | $746 | $88,702-99.2% | $81,780-99.1% | $145,978-99.5% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 10.71% | 1029.12%-1018.4pp | 776.27%-765.6pp | 550.52%-539.8pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,568 | $4,645-66.2% | $4,321-63.7% | $6,690-76.6% |
| Admin fee / account holder | $10 | $8,414-99.9% | $7,384-99.9% | $13,400-99.9% |