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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 | $1,423 | $169,356-99.2% | $129,406-98.9% | $145,897-99.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.81% | 14418.62%-14403.8pp | 9468.18%-9453.4pp | 552.29%-537.5pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,571 | $4,987+11.7% | $4,167+33.7% | $6,689-16.7% |
| Admin fee / account holder | $56 | $9,915-99.4% | $7,689-99.3% | $13,390-99.6% |