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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 | $2,685 | $202,342-98.7% | $172,753-98.4% | $152,909-98.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 0.00% | 1029.88%-1029.9pp | 803.00%-803.0pp | 345.46%-345.5pp |
| Employer contribution / active EE | $5,307 | $5,857-9.4% | $5,144+3.2% | $4,764+11.4% |
| Participant deferral / active EE | $10,489 | $5,948+76.3% | $5,198+101.8% | $5,851+79.3% |
| Admin fee / account holder | $101 | $17,112-99.4% | $13,956-99.3% | $11,601-99.1% |