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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 | $822 | $94,439-99.1% | $73,658-98.9% | $154,746-99.5% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 17.92% | 28.25%-10.3pp | 29.72%-11.8pp | 172.34%-154.4pp |
| Employer contribution / active EE | $152 | $1,257-88.0% | $1,032-85.3% | $4,379-96.5% |
| Participant deferral / active EE | $152 | $2,527-94.0% | $2,062-92.7% | $6,730-97.7% |
| Admin fee / account holder | $127 | $3,843-96.7% | $3,357-96.2% | $14,365-99.1% |