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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 | $13,597 | $167,362-91.9% | $143,799-90.5% | $134,532-89.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.13% | 0.47%-14.6pp | -0.04%-14.1pp | 418.27%-432.4pp |
| Employer contribution / active EE | $8,775 | $5,620+56.1% | $4,952+77.2% | $4,741+85.1% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $123 | $18,094-99.3% | $14,677-99.2% | $11,429-98.9% |