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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 | $85,655 | $337,865-74.6% | $346,182-75.3% | $254,542-66.3% |
| Participation rate | 100.0% | 56.9%+43.1pp | 52.1%+47.9pp | 47.3%+52.7pp |
| Annual return | 8.27% | 12.82%-4.5pp | 13.48%-5.2pp | 12.16%-3.9pp |
| Employer contribution / active EE | $446,452 | $49,622+799.7% | $47,067+848.5% | $44,747+897.7% |
| Participant deferral / active EE | $0 | $174-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $2 | $14,867-100.0% | $14,572-100.0% | $17,640-100.0% |