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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 | $9,996 | $133,981-92.5% | $112,249-91.1% | $134,532-92.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.01% | 47.16%-64.2pp | 27.48%-44.5pp | 418.27%-435.3pp |
| Employer contribution / active EE | $1,092 | $4,040-73.0% | $3,636-70.0% | $4,741-77.0% |
| Participant deferral / active EE | $7,800 | $5,292+47.4% | $4,729+64.9% | $6,401+21.9% |
| Admin fee / account holder | $10 | $7,492-99.9% | $6,412-99.8% | $11,429-99.9% |