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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 | $11,621 | $97,289-88.1% | $92,805-87.5% | $155,188-92.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 18.36% | 29.03%-10.7pp | 31.59%-13.2pp | 148.84%-130.5pp |
| Employer contribution / active EE | $1,798 | $3,632-50.5% | $3,424-47.5% | $4,248-57.7% |
| Participant deferral / active EE | $1,798 | $8,795-79.6% | $8,448-78.7% | $6,531-72.5% |
| Admin fee / account holder | $68 | $12,015-99.4% | $10,911-99.4% | $14,480-99.5% |