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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 | $12,669 | $103,392-87.7% | $87,104-85.5% | $152,897-91.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 30.85% | 28.10%+2.8pp | 28.19%+2.7pp | 345.43%-314.6pp |
| Employer contribution / active EE | $19,916 | $3,221+518.3% | $2,521+689.9% | $4,764+318.1% |
| Participant deferral / active EE | $21,735 | $4,778+354.9% | $4,048+436.9% | $5,851+271.5% |
| Admin fee / account holder | $6 | $12,194-99.9% | $7,491-99.9% | $11,599-99.9% |