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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 | $2,137 | $96,643-97.8% | $86,617-97.5% | $139,456-98.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.31% | 106.57%-89.3pp | 591.91%-574.6pp | 373.45%-356.1pp |
| Employer contribution / active EE | $1,180 | $3,264-63.9% | $3,023-61.0% | $4,753-75.2% |
| Participant deferral / active EE | $1,824 | $4,835-62.3% | $4,437-58.9% | $6,711-72.8% |
| Admin fee / account holder | $27 | $6,406-99.6% | $5,613-99.5% | $11,407-99.8% |