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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 | $12,838 | $174,018-92.6% | $136,833-90.6% | $198,609-93.5% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.0%+41.0pp | 82.4%+17.6pp |
| Annual return | 17.88% | 35.16%-17.3pp | 35.32%-17.4pp | 202.70%-184.8pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $1,319-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,712 | $2,873-5.6% | $2,441+11.1% | $6,977-61.1% |
| Admin fee / account holder | $68 | $5,434-98.7% | $4,706-98.6% | $19,030-99.6% |