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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 | $97,289-91.3% | $92,805-90.9% | $155,188-94.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 17.17% | 29.03%-11.9pp | 31.59%-14.4pp | 148.84%-131.7pp |
| Employer contribution / active EE | $1,721 | $3,632-52.6% | $3,424-49.7% | $4,248-59.5% |
| Participant deferral / active EE | $2,151 | $8,795-75.5% | $8,448-74.5% | $6,531-67.1% |
| Admin fee / account holder | $59 | $12,015-99.5% | $10,911-99.5% | $14,480-99.6% |