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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 | $407 | $90,614-99.6% | $76,089-99.5% | $145,877-99.7% |
| Participation rate | 85.0% | 74.5%+10.5pp | 69.1%+15.9pp | 80.3%+4.7pp |
| Annual return | 11.29% | 623.80%-612.5pp | 360.94%-349.6pp | 551.28%-540.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,168-100.0% | $4,259-100.0% | $6,691-100.0% |
| Admin fee / account holder | $33 | $8,376-99.6% | $6,418-99.5% | $13,402-99.8% |