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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 | $5,839 | $96,691-94.0% | $86,656-93.3% | $139,487-95.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.14% | 106.87%-94.7pp | 593.09%-581.0pp | 373.84%-361.7pp |
| Employer contribution / active EE | $5,271 | $3,267+61.3% | $3,025+74.2% | $4,755+10.9% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $178 | $6,414-97.2% | $5,619-96.8% | $11,407-98.4% |