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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 | $6,915 | $105,856-93.5% | $90,161-92.3% | $147,586-95.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 24.03% | 37.63%-13.6pp | 34.89%-10.9pp | 578.59%-554.6pp |
| Employer contribution / active EE | $740 | $4,126-82.1% | $3,318-77.7% | $4,876-84.8% |
| Participant deferral / active EE | $6,500 | $5,733+13.4% | $5,287+22.9% | $5,439+19.5% |
| Admin fee / account holder | $121 | $8,046-98.5% | $5,943-98.0% | $10,886-98.9% |