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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 | $5,814 | $106,923-94.6% | $84,023-93.1% | $152,909-96.2% |
| Participation rate | 72.7% | 75.3%-2.5pp | 69.0%+3.7pp | 82.5%-9.7pp |
| Annual return | 23.50% | 105.02%-81.5pp | 71.32%-47.8pp | 345.46%-322.0pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $126 | $8,289-98.5% | $6,102-97.9% | $11,601-98.9% |