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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 | $4,449 | $106,923-95.8% | $84,023-94.7% | $152,909-97.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 61.30% | 105.02%-43.7pp | 71.32%-10.0pp | 345.46%-284.2pp |
| Employer contribution / active EE | $6,184 | $2,735+126.1% | $1,984+211.7% | $4,764+29.8% |
| Participant deferral / active EE | $12,145 | $4,013+202.7% | $3,239+274.9% | $5,851+107.6% |
| Admin fee / account holder | $59 | $8,289-99.3% | $6,102-99.0% | $11,601-99.5% |