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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 | $102,609-90.1% | $98,090-89.7% | $138,895-92.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 19.41% | 36.44%-17.0pp | 37.05%-17.6pp | 145.39%-126.0pp |
| Employer contribution / active EE | $3,724 | $3,867-3.7% | $3,606+3.3% | $4,194-11.2% |
| Participant deferral / active EE | $3,760 | $8,167-54.0% | $7,845-52.1% | $6,396-41.2% |
| Admin fee / account holder | $55 | $11,434-99.5% | $11,815-99.5% | $12,562-99.6% |