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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 | $112,729-99.4% | $98,716-99.3% | $137,256-99.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.33% | 38.48%-21.2pp | 31.81%-14.5pp | 220.34%-203.0pp |
| Employer contribution / active EE | $185 | $2,725-93.2% | $2,279-91.9% | $4,156-95.5% |
| Participant deferral / active EE | $2,644 | $4,640-43.0% | $4,048-34.7% | $6,407-58.7% |
| Admin fee / account holder | $109 | $10,129-98.9% | $8,703-98.7% | $12,270-99.1% |