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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 | $2,428 | $88,778-97.3% | $81,844-97.0% | $145,884-98.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.28% | 1033.03%-1019.8pp | 778.87%-765.6pp | 551.85%-538.6pp |
| Employer contribution / active EE | $3,420 | $3,087+10.8% | $2,916+17.3% | $4,662-26.6% |
| Participant deferral / active EE | $5,129 | $4,648+10.3% | $4,323+18.6% | $6,690-23.3% |
| Admin fee / account holder | $277 | $8,430-96.7% | $7,355-96.2% | $13,392-97.9% |