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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 | $566 | $68,097-99.2% | $62,929-99.1% | $137,256-99.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 14.18% | 1859.11%-1844.9pp | 1063.93%-1049.8pp | 220.34%-206.2pp |
| Employer contribution / active EE | $854 | $2,811-69.6% | $2,505-65.9% | $4,156-79.5% |
| Participant deferral / active EE | $260 | $4,553-94.3% | $3,888-93.3% | $6,407-95.9% |
| Admin fee / account holder | $193 | $6,521-97.0% | $5,065-96.2% | $12,270-98.4% |