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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 | $15,119 | $175,259-91.4% | $149,723-89.9% | $139,487-89.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.01% | 166.82%-152.8pp | 134.50%-120.5pp | 373.84%-359.8pp |
| Employer contribution / active EE | $5,194 | $5,478-5.2% | $4,821+7.7% | $4,755+9.2% |
| Participant deferral / active EE | $6,556 | $6,522+0.5% | $5,682+15.4% | $6,713-2.3% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |