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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 | $22,431 | $223,823-90.0% | $211,142-89.4% | $154,746-85.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 21.28% | 50.39%-29.1pp | 46.84%-25.6pp | 172.34%-151.1pp |
| Employer contribution / active EE | $2,171 | $6,787-68.0% | $6,442-66.3% | $4,379-50.4% |
| Participant deferral / active EE | $10,582 | $9,750+8.5% | $9,284+14.0% | $6,730+57.2% |
| Admin fee / account holder | $181 | $19,707-99.1% | $19,076-99.1% | $14,365-98.7% |