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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 | $8,149 | $217,432-96.3% | $185,849-95.6% | $167,536-95.1% |
| Participation rate | 84.2% | 86.1%-1.8pp | 81.7%+2.5pp | 82.1%+2.1pp |
| Annual return | 9.27% | 148.42%-139.1pp | 122.10%-112.8pp | 478.82%-469.5pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $201 | $19,818-99.0% | $16,244-98.8% | $12,315-98.4% |