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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 | $3,650 | $155,555-97.7% | $146,866-97.5% | $155,188-97.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.35% | 115.41%-103.1pp | 102.85%-90.5pp | 148.84%-136.5pp |
| Employer contribution / active EE | $1,241 | $4,647-73.3% | $4,425-72.0% | $4,248-70.8% |
| Participant deferral / active EE | $3,962 | $8,044-50.8% | $7,759-48.9% | $6,531-39.3% |
| Admin fee / account holder | $220 | $14,755-98.5% | $13,620-98.4% | $14,480-98.5% |