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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 | $7,457 | $73,518-89.9% | $63,005-88.2% | $147,585-94.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 23.66% | 175.46%-151.8pp | 87.59%-63.9pp | 578.58%-554.9pp |
| Employer contribution / active EE | $607 | $3,322-81.7% | $2,760-78.0% | $4,876-87.6% |
| Participant deferral / active EE | $6,066 | $4,183+45.0% | $3,329+82.2% | $5,439+11.5% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,599-100.0% | $10,886-100.0% |