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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 | $883 | $84,628-99.0% | $61,501-98.6% | $134,545-99.3% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -11.10% | 585.61%-596.7pp | 339.04%-350.1pp | 418.37%-429.5pp |
| Employer contribution / active EE | $42 | $1,545-97.3% | $1,160-96.3% | $4,742-99.1% |
| Participant deferral / active EE | $0 | $2,819-100.0% | $2,125-100.0% | $6,401-100.0% |
| Admin fee / account holder | $14 | $2,587-99.4% | $2,132-99.3% | $11,431-99.9% |