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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 | $96,630-94.0% | $86,605-93.3% | $139,427-95.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.14% | 106.48%-94.3pp | 591.39%-579.3pp | 373.27%-361.1pp |
| Employer contribution / active EE | $5,271 | $3,264+61.5% | $3,023+74.4% | $4,752+10.9% |
| Participant deferral / active EE | $0 | $4,836-100.0% | $4,438-100.0% | $6,711-100.0% |
| Admin fee / account holder | $178 | $6,405-97.2% | $5,611-96.8% | $11,404-98.4% |