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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 | $774 | $154,228-99.5% | $145,433-99.5% | $137,256-99.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 43.51% | 74.59%-31.1pp | 66.58%-23.1pp | 220.34%-176.8pp |
| Employer contribution / active EE | $1,503 | $4,804-68.7% | $4,554-67.0% | $4,156-63.8% |
| Participant deferral / active EE | $1,536 | $8,216-81.3% | $7,897-80.6% | $6,407-76.0% |
| Admin fee / account holder | $12 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |