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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 | $4,339 | $97,125-95.5% | $86,233-95.0% | $137,256-96.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 29.76% | 74.19%-44.4pp | 61.39%-31.6pp | 220.34%-190.6pp |
| Employer contribution / active EE | $14,153 | $2,841+398.1% | $2,504+465.1% | $4,156+240.5% |
| Participant deferral / active EE | $8,155 | $5,180+57.4% | $4,559+78.9% | $6,407+27.3% |
| Admin fee / account holder | $7 | $9,725-99.9% | $8,342-99.9% | $12,270-99.9% |