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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 | $23,118 | $202,342-88.6% | $172,752-86.6% | $152,897-84.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.01% | 1029.83%-1004.8pp | 802.97%-778.0pp | 345.43%-320.4pp |
| Employer contribution / active EE | $4,133 | $5,858-29.4% | $5,144-19.7% | $4,764-13.2% |
| Participant deferral / active EE | $14,915 | $5,948+150.7% | $5,198+186.9% | $5,851+154.9% |
| Admin fee / account holder | $230 | $17,111-98.7% | $13,955-98.4% | $11,599-98.0% |