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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 | $11,071 | $124,314-91.1% | $109,163-89.9% | $167,518-93.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.54% | 26.04%-8.5pp | 25.75%-8.2pp | 478.71%-461.2pp |
| Employer contribution / active EE | $1,092 | $4,209-74.1% | $3,723-70.7% | $4,838-77.4% |
| Participant deferral / active EE | $7,800 | $5,256+48.4% | $4,654+67.6% | $6,342+23.0% |
| Admin fee / account holder | $10 | $7,973-99.9% | $6,754-99.9% | $12,312-99.9% |