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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 | $3,096 | $100,073-96.9% | $85,126-96.4% | $145,877-97.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.60% | 84.11%-67.5pp | 66.63%-50.0pp | 551.28%-534.7pp |
| Employer contribution / active EE | $5,362 | $3,236+65.7% | $2,731+96.3% | $4,663+15.0% |
| Participant deferral / active EE | $6,327 | $5,294+19.5% | $4,523+39.9% | $6,691-5.4% |
| Admin fee / account holder | $27 | $7,261-99.6% | $6,160-99.6% | $13,402-99.8% |