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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 | $107,666-89.2% | $102,184-88.6% | $154,746-92.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 18.36% | 29.33%-11.0pp | 31.58%-13.2pp | 172.34%-154.0pp |
| Employer contribution / active EE | $1,798 | $3,846-53.3% | $3,594-50.0% | $4,379-58.9% |
| Participant deferral / active EE | $1,798 | $8,719-79.4% | $8,309-78.4% | $6,730-73.3% |
| Admin fee / account holder | $68 | $12,943-99.5% | $11,609-99.4% | $14,365-99.5% |