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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 | $1,742 | $175,231-99.0% | $149,696-98.8% | $139,466-98.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.03% | 166.77%-143.7pp | 134.46%-111.4pp | 373.66%-350.6pp |
| Employer contribution / active EE | $15,444 | $5,478+181.9% | $4,821+220.4% | $4,754+224.9% |
| Participant deferral / active EE | $17,980 | $6,521+175.7% | $5,682+216.4% | $6,712+167.9% |
| Admin fee / account holder | $82 | $16,155-99.5% | $13,212-99.4% | $11,409-99.3% |