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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 | $3,232 | $228,395-98.6% | $185,861-98.3% | $158,982-98.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 4.87% | 40.82%-35.9pp | 35.96%-31.1pp | 302.99%-298.1pp |
| Employer contribution / active EE | $271 | $4,968-94.5% | $4,088-93.4% | $4,763-94.3% |
| Participant deferral / active EE | $1,371 | $6,417-78.6% | $5,634-75.7% | $5,983-77.1% |
| Admin fee / account holder | $17 | $11,869-99.9% | $9,503-99.8% | $11,252-99.9% |