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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 | $18,625 | $144,130-87.1% | $117,861-84.2% | $147,586-87.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.29% | 531.20%-517.9pp | 335.11%-321.8pp | 578.59%-565.3pp |
| Employer contribution / active EE | $23,961 | $4,897+389.3% | $3,786+532.8% | $4,876+391.4% |
| Participant deferral / active EE | $18,000 | $5,316+238.6% | $4,482+301.6% | $5,439+231.0% |
| Admin fee / account holder | $160 | $10,887-98.5% | $8,021-98.0% | $10,886-98.5% |