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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 | $8,418 | $135,905-93.8% | $126,068-93.3% | $198,609-95.8% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 17.17% | 14.07%+3.1pp | 15.01%+2.2pp | 202.70%-185.5pp |
| Employer contribution / active EE | $1,721 | $4,245-59.5% | $3,968-56.6% | $5,055-66.0% |
| Participant deferral / active EE | $2,151 | $8,523-74.8% | $8,214-73.8% | $6,977-69.2% |
| Admin fee / account holder | $59 | $21,036-99.7% | $18,264-99.7% | $19,030-99.7% |