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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 | $7,002 | $110,278-93.7% | $95,740-92.7% | $139,466-95.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.24% | 27.19%-5.0pp | 28.41%-6.2pp | 373.66%-351.4pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $18,020 | $4,674+285.5% | $4,244+324.6% | $6,712+168.5% |
| Admin fee / account holder | $19 | $6,613-99.7% | $5,676-99.7% | $11,409-99.8% |