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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 | $111,785-95.1% | $93,669-94.2% | $145,877-96.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 15.86% | 203.79%-187.9pp | 133.59%-117.7pp | 551.28%-535.4pp |
| Employer contribution / active EE | $883 | $3,096-71.5% | $2,424-63.6% | $4,663-81.1% |
| Participant deferral / active EE | $1,776 | $4,919-63.9% | $4,416-59.8% | $6,691-73.5% |
| Admin fee / account holder | $76 | $10,256-99.3% | $8,291-99.1% | $13,402-99.4% |