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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 | $559 | $76,519-99.3% | $56,025-99.0% | $145,897-99.6% |
| Participation rate | 90.0% | 63.2%+26.8pp | 52.5%+37.5pp | 80.3%+9.7pp |
| Annual return | 14.50% | 3017.03%-3002.5pp | 1712.69%-1698.2pp | 552.29%-537.8pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $584 | $2,624-77.8% | $1,955-70.1% | $6,689-91.3% |
| Admin fee / account holder | $90 | $3,331-97.3% | $2,828-96.8% | $13,390-99.3% |