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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 | $156,398-97.7% | $147,318-97.5% | $138,895-97.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.35% | 78.75%-66.4pp | 70.43%-58.1pp | 145.39%-133.0pp |
| Employer contribution / active EE | $1,241 | $4,853-74.4% | $4,593-73.0% | $4,194-70.4% |
| Participant deferral / active EE | $3,962 | $8,237-51.9% | $7,906-49.9% | $6,396-38.1% |
| Admin fee / account holder | $220 | $14,976-98.5% | $13,708-98.4% | $12,562-98.2% |