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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 | $12,290 | $90,486-86.4% | $78,676-84.4% | $273,972-95.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.10% | 75.62%-70.5pp | 62.19%-57.1pp | 41.46%-36.4pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $128 | $3,901-96.7% | $3,517-96.4% | $5,287-97.6% |
| Admin fee / account holder | $274 | $5,263-94.8% | $4,510-93.9% | $10,133-97.3% |