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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 | $2,544 | $92,766-97.3% | $82,763-96.9% | $134,545-98.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.20% | 946.97%-964.2pp | 702.45%-719.7pp | 418.37%-435.6pp |
| Employer contribution / active EE | $809 | $3,273-75.3% | $3,008-73.1% | $4,742-82.9% |
| Participant deferral / active EE | $1,161 | $4,802-75.8% | $4,395-73.6% | $6,401-81.9% |
| Admin fee / account holder | $24 | $5,978-99.6% | $5,325-99.6% | $11,431-99.8% |