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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 | $669 | $141,004-99.5% | $112,273-99.4% | $139,456-99.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 0.00% | 32.75%-32.8pp | 30.23%-30.2pp | 373.45%-373.4pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,431-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,357 | $5,878-42.9% | $4,800-30.1% | $6,711-50.0% |
| Admin fee / account holder | $20 | $9,959-99.8% | $7,752-99.7% | $11,407-99.8% |