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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 | $2,186 | $82,032-97.3% | $123,106-98.2% | $59,632-96.3% |
| Participation rate | 89.2% | 83.2%+6.0pp | 86.8%+2.4pp | 68.7%+20.5pp |
| Annual return | 115.75% | 5.12%+110.6pp | 13.22%+102.5pp | 2041.32%-1925.6pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1 | $5,881-100.0% | $9,015-100.0% | $4,297-100.0% |