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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 | $2,630 | $100,938-97.4% | $90,461-97.1% | $158,982-98.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.79% | 1727.20%-1711.4pp | 1294.76%-1279.0pp | 302.99%-287.2pp |
| Employer contribution / active EE | $301 | $3,691-91.8% | $3,264-90.8% | $4,763-93.7% |
| Participant deferral / active EE | $1,755 | $4,350-59.7% | $3,964-55.7% | $5,983-70.7% |
| Admin fee / account holder | $29 | $6,510-99.6% | $5,617-99.5% | $11,252-99.7% |