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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 | $9,506 | $185,905-94.9% | $170,057-94.4% | $139,487-93.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.79% | 60.56%-40.8pp | 53.42%-33.6pp | 373.84%-354.1pp |
| Employer contribution / active EE | $1,461 | $7,597-80.8% | $6,790-78.5% | $4,755-69.3% |
| Participant deferral / active EE | $3,400 | $11,627-70.8% | $10,411-67.3% | $6,713-49.3% |
| Admin fee / account holder | $221 | $15,397-98.6% | $12,826-98.3% | $11,407-98.1% |