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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 | $21,335 | $217,432-90.2% | $185,849-88.5% | $167,536-87.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.90% | 148.42%-131.5pp | 122.10%-105.2pp | 478.82%-461.9pp |
| Employer contribution / active EE | $8,209 | $5,875+39.7% | $5,169+58.8% | $4,839+69.6% |
| Participant deferral / active EE | $23,880 | $6,357+275.6% | $5,569+328.8% | $6,342+276.5% |
| Admin fee / account holder | $25 | $19,818-99.9% | $16,244-99.8% | $12,315-99.8% |