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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 | $6,304 | $148,629-95.8% | $135,982-95.4% | $139,487-95.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.07% | 79.33%-59.3pp | 68.32%-48.3pp | 373.84%-353.8pp |
| Employer contribution / active EE | $3,574 | $5,247-31.9% | $4,859-26.4% | $4,755-24.8% |
| Participant deferral / active EE | $5,000 | $8,102-38.3% | $7,760-35.6% | $6,713-25.5% |
| Admin fee / account holder | $47 | $12,406-99.6% | $10,767-99.6% | $11,407-99.6% |