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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 | $34,644 | $254,759-86.4% | $216,567-84.0% | $198,609-82.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 10.69% | 10.04%+0.6pp | 12.94%-2.3pp | 202.70%-192.0pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $11,050 | $6,948+59.0% | $6,191+78.5% | $6,977+58.4% |
| Admin fee / account holder | $7 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |