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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 | $6,212 | $174,379-96.4% | $152,093-95.9% | $138,895-95.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.94% | 74.86%-57.9pp | 66.36%-49.4pp | 145.39%-128.5pp |
| Employer contribution / active EE | $936 | $4,652-79.9% | $4,175-77.6% | $4,194-77.7% |
| Participant deferral / active EE | $936 | $6,159-84.8% | $5,451-82.8% | $6,396-85.4% |
| Admin fee / account holder | $212 | $16,880-98.7% | $14,497-98.5% | $12,562-98.3% |