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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 | $5,434 | $111,878-95.1% | $93,727-94.2% | $145,897-96.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 15.86% | 204.28%-188.4pp | 133.83%-118.0pp | 552.29%-536.4pp |
| Employer contribution / active EE | $883 | $3,092-71.5% | $2,421-63.5% | $4,663-81.1% |
| Participant deferral / active EE | $1,776 | $4,920-63.9% | $4,417-59.8% | $6,689-73.5% |
| Admin fee / account holder | $76 | $10,256-99.3% | $8,292-99.1% | $13,390-99.4% |