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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 | $3,186 | $100,938-96.8% | $90,461-96.5% | $158,982-98.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 32.15% | 1727.20%-1695.1pp | 1294.76%-1262.6pp | 302.99%-270.8pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $13,757 | $4,350+216.3% | $3,964+247.0% | $5,983+129.9% |
| Admin fee / account holder | $157 | $6,510-97.6% | $5,617-97.2% | $11,252-98.6% |