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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 | $3,100 | $106,267-97.1% | $96,520-96.8% | $139,456-97.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.54% | 38.45%-22.9pp | 35.72%-20.2pp | 373.45%-357.9pp |
| Employer contribution / active EE | $1,391 | $4,105-66.1% | $3,739-62.8% | $4,753-70.7% |
| Participant deferral / active EE | $3,062 | $5,454-43.9% | $4,879-37.2% | $6,711-54.4% |
| Admin fee / account holder | $193 | $7,882-97.6% | $6,733-97.1% | $11,407-98.3% |