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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 | $10,818 | $884,045-98.8% | $453,569-97.6% | $167,553-93.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 78.0%+22.0pp | 82.1%+17.9pp |
| Annual return | 10.29% | 29.49%-19.2pp | 64.43%-54.1pp | 478.89%-468.6pp |
| Employer contribution / active EE | $0 | $5,538-100.0% | $4,072-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $7,898-100.0% | $6,211-100.0% | $6,343-100.0% |
| Admin fee / account holder | $116 | $22,063-99.5% | $11,214-99.0% | $12,316-99.1% |