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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 | $7,091 | $115,225-93.8% | $100,712-93.0% | $138,895-94.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 21.06% | 40.35%-19.3pp | 33.27%-12.2pp | 145.39%-124.3pp |
| Employer contribution / active EE | $1,887 | $2,771-31.9% | $2,313-18.4% | $4,194-55.0% |
| Participant deferral / active EE | $2,973 | $4,699-36.7% | $4,085-27.2% | $6,396-53.5% |
| Admin fee / account holder | $76 | $10,844-99.3% | $9,256-99.2% | $12,562-99.4% |