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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 | $7,866 | $108,212-92.7% | $77,513-89.9% | $158,966-95.1% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 9.98% | 31.67%-21.7pp | 54.81%-44.8pp | 302.95%-293.0pp |
| Employer contribution / active EE | $765 | $1,325-42.3% | $987-22.5% | $4,762-83.9% |
| Participant deferral / active EE | $2,839 | $2,455+15.6% | $1,861+52.5% | $5,983-52.5% |
| Admin fee / account holder | $42 | $3,709-98.9% | $2,859-98.5% | $11,250-99.6% |