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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 | $9,055 | $157,829-94.3% | $136,867-93.4% | $198,609-95.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 4.16% | 51.25%-47.1pp | 42.97%-38.8pp | 202.70%-198.5pp |
| Employer contribution / active EE | $1,165 | $3,923-70.3% | $3,547-67.2% | $5,055-77.0% |
| Participant deferral / active EE | $3,257 | $5,463-40.4% | $4,924-33.8% | $6,977-53.3% |
| Admin fee / account holder | $87 | $11,107-99.2% | $10,340-99.2% | $19,030-99.5% |