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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 | $7,008 | $108,695-93.6% | $74,722-90.6% | $152,897-95.4% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 17.40% | 114.11%-96.7pp | 753.11%-735.7pp | 345.43%-328.0pp |
| Employer contribution / active EE | $1,105 | $1,504-26.5% | $1,084+1.9% | $4,764-76.8% |
| Participant deferral / active EE | $1,759 | $2,712-35.1% | $1,963-10.4% | $5,851-69.9% |
| Admin fee / account holder | $42 | $4,906-99.1% | $3,335-98.7% | $11,599-99.6% |