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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 | $1,943 | $154,228-98.7% | $145,433-98.7% | $137,256-98.6% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 32.16% | 74.59%-42.4pp | 66.58%-34.4pp | 220.34%-188.2pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $18,366 | $8,216+123.5% | $7,897+132.6% | $6,407+186.7% |
| Admin fee / account holder | $92 | $14,344-99.4% | $13,129-99.3% | $12,270-99.3% |