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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 | $5,210 | $185,312-97.2% | $161,489-96.8% | $154,746-96.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 22.71% | 103.84%-81.1pp | 89.72%-67.0pp | 172.34%-149.6pp |
| Employer contribution / active EE | $2,361 | $4,769-50.5% | $4,268-44.7% | $4,379-46.1% |
| Participant deferral / active EE | $3,009 | $6,350-52.6% | $5,630-46.6% | $6,730-55.3% |
| Admin fee / account holder | $30 | $18,654-99.8% | $16,006-99.8% | $14,365-99.8% |