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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 | $6,061 | $150,207-96.0% | $120,380-95.0% | $145,978-95.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 11.95% | 154.28%-142.3pp | 107.28%-95.3pp | 550.52%-538.6pp |
| Employer contribution / active EE | $980 | $4,351-77.5% | $3,465-71.7% | $4,662-79.0% |
| Participant deferral / active EE | $7,262 | $6,175+17.6% | $4,992+45.5% | $6,690+8.6% |
| Admin fee / account holder | $35 | $12,203-99.7% | $9,421-99.6% | $13,400-99.7% |