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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 | $23,284 | $181,896-87.2% | $156,551-85.1% | $273,972-91.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 119.44% | 30.74%+88.7pp | 32.23%+87.2pp | 41.46%+78.0pp |
| Employer contribution / active EE | $21,138 | $6,248+238.3% | $5,501+284.2% | $4,869+334.2% |
| Participant deferral / active EE | $18,000 | $5,550+224.3% | $4,871+269.5% | $5,287+240.4% |
| Admin fee / account holder | $66 | $15,560-99.6% | $13,028-99.5% | $10,133-99.4% |