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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 | $584 | $108,695-99.5% | $74,722-99.2% | $152,897-99.6% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 26.50% | 114.11%-87.6pp | 753.11%-726.6pp | 345.43%-318.9pp |
| Employer contribution / active EE | $799 | $1,504-46.9% | $1,084-26.3% | $4,764-83.2% |
| Participant deferral / active EE | $1,598 | $2,712-41.1% | $1,963-18.6% | $5,851-72.7% |
| Admin fee / account holder | $57 | $4,906-98.8% | $3,335-98.3% | $11,599-99.5% |