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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 | $695 | $123,155-99.4% | $108,753-99.4% | $155,188-99.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 17.33% | 44.73%-27.4pp | 37.47%-20.1pp | 148.84%-131.5pp |
| Employer contribution / active EE | $185 | $2,811-93.4% | $2,427-92.4% | $4,248-95.6% |
| Participant deferral / active EE | $2,644 | $4,623-42.8% | $4,115-35.7% | $6,531-59.5% |
| Admin fee / account holder | $109 | $12,126-99.1% | $10,320-98.9% | $14,480-99.2% |