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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 | $13,020 | $177,353-92.7% | $158,226-91.8% | $198,609-93.4% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 17.49% | 599.50%-582.0pp | 501.41%-483.9pp | 202.70%-185.2pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $2,986-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $7,350 | $4,615+59.3% | $4,317+70.3% | $6,977+5.3% |
| Admin fee / account holder | $111 | $10,960-99.0% | $10,217-98.9% | $19,030-99.4% |