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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 | $16,576 | $100,805-83.6% | $86,698-80.9% | $134,532-87.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.39% | 29.09%-43.5pp | 35.95%-50.3pp | 418.27%-432.7pp |
| Employer contribution / active EE | $2,646 | $3,490-24.2% | $2,837-6.7% | $4,741-44.2% |
| Participant deferral / active EE | $10,584 | $5,339+98.2% | $4,656+127.3% | $6,401+65.4% |
| Admin fee / account holder | $181 | $10,925-98.3% | $7,493-97.6% | $11,429-98.4% |