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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 | $124,980-99.4% | $108,359-99.4% | $154,746-99.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 17.33% | 45.00%-27.7pp | 36.89%-19.6pp | 172.34%-155.0pp |
| Employer contribution / active EE | $185 | $2,851-93.5% | $2,399-92.3% | $4,379-95.8% |
| Participant deferral / active EE | $2,644 | $4,743-44.3% | $4,137-36.1% | $6,730-60.7% |
| Admin fee / account holder | $109 | $11,502-99.0% | $9,741-98.9% | $14,365-99.2% |