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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 | $212,386-89.4% | $199,883-88.8% | $138,895-83.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 21.28% | 47.75%-26.5pp | 43.81%-22.5pp | 145.39%-124.1pp |
| Employer contribution / active EE | $2,171 | $6,625-67.2% | $6,261-65.3% | $4,194-48.3% |
| Participant deferral / active EE | $10,582 | $9,617+10.0% | $9,138+15.8% | $6,396+65.4% |
| Admin fee / account holder | $181 | $18,233-99.0% | $17,268-99.0% | $12,562-98.6% |