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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 | $1,460 | $69,977-97.9% | $108,582-98.7% | $62,881-97.7% |
| Participation rate | 90.7% | 72.9%+17.8pp | 79.6%+11.1pp | 69.3%+21.4pp |
| Annual return | 17.46% | 10.73%+6.7pp | -51.70%+69.2pp | 20.14%-2.7pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $22 | $5,076-99.6% | $7,645-99.7% | $4,296-99.5% |