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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 | $123,155-94.2% | $108,753-93.5% | $155,188-95.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 21.06% | 44.73%-23.7pp | 37.47%-16.4pp | 148.84%-127.8pp |
| Employer contribution / active EE | $1,887 | $2,811-32.9% | $2,427-22.2% | $4,248-55.6% |
| Participant deferral / active EE | $2,973 | $4,623-35.7% | $4,115-27.7% | $6,531-54.5% |
| Admin fee / account holder | $76 | $12,126-99.4% | $10,320-99.3% | $14,480-99.5% |