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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 | $1,361 | $106,551-98.7% | $91,225-98.5% | $134,532-99.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -20.21% | 160.78%-181.0pp | 114.12%-134.3pp | 418.27%-438.5pp |
| Employer contribution / active EE | $775 | $3,331-76.7% | $2,851-72.8% | $4,741-83.7% |
| Participant deferral / active EE | $3,008 | $4,718-36.2% | $4,233-28.9% | $6,401-53.0% |
| Admin fee / account holder | $18 | $6,234-99.7% | $5,422-99.7% | $11,429-99.8% |