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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 | $4,887 | $97,125-95.0% | $86,233-94.3% | $137,256-96.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 23.31% | 74.19%-50.9pp | 61.39%-38.1pp | 220.34%-197.0pp |
| Employer contribution / active EE | $624 | $2,841-78.1% | $2,504-75.1% | $4,156-85.0% |
| Participant deferral / active EE | $6,886 | $5,180+32.9% | $4,559+51.0% | $6,407+7.5% |
| Admin fee / account holder | $32 | $9,725-99.7% | $8,342-99.6% | $12,270-99.7% |