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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 | $5,399 | $100,139-94.6% | $85,187-93.7% | $145,884-96.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.17% | 84.15%-69.0pp | 66.67%-51.5pp | 551.85%-536.7pp |
| Employer contribution / active EE | $6,917 | $3,238+113.6% | $2,732+153.1% | $4,662+48.3% |
| Participant deferral / active EE | $7,302 | $5,296+37.9% | $4,525+61.4% | $6,690+9.2% |
| Admin fee / account holder | $123 | $7,262-98.3% | $6,162-98.0% | $13,392-99.1% |