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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 | $10,123 | $97,289-89.6% | $92,805-89.1% | $155,188-93.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 19.41% | 29.03%-9.6pp | 31.59%-12.2pp | 148.84%-129.4pp |
| Employer contribution / active EE | $3,724 | $3,632+2.5% | $3,424+8.8% | $4,248-12.3% |
| Participant deferral / active EE | $3,760 | $8,795-57.3% | $8,448-55.5% | $6,531-42.4% |
| Admin fee / account holder | $55 | $12,015-99.5% | $10,911-99.5% | $14,480-99.6% |