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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 | $8,542 | $112,729-92.4% | $98,716-91.3% | $137,256-93.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 12.99% | 38.48%-25.5pp | 31.81%-18.8pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,452 | $2,725-46.7% | $2,279-36.3% | $4,156-65.1% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $140 | $10,129-98.6% | $8,703-98.4% | $12,270-98.9% |