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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 | $108,882-95.5% | $96,754-94.9% | $154,746-96.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 23.31% | 98.39%-75.1pp | 82.04%-58.7pp | 172.34%-149.0pp |
| Employer contribution / active EE | $624 | $3,018-79.3% | $2,679-76.7% | $4,379-85.8% |
| Participant deferral / active EE | $6,886 | $5,323+29.4% | $4,758+44.7% | $6,730+2.3% |
| Admin fee / account holder | $32 | $10,200-99.7% | $8,905-99.6% | $14,365-99.8% |