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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 | $3,341 | $111,535-97.0% | $105,223-96.8% | $137,256-97.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 23.10% | 237.85%-214.8pp | 180.65%-157.5pp | 220.34%-197.2pp |
| Employer contribution / active EE | $2,978 | $3,939-24.4% | $3,689-19.3% | $4,156-28.3% |
| Participant deferral / active EE | $5,619 | $5,500+2.2% | $5,072+10.8% | $6,407-12.3% |
| Admin fee / account holder | $17 | $9,721-99.8% | $8,859-99.8% | $12,270-99.9% |