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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 | $11,644 | $201,344-94.2% | $184,243-93.7% | $145,877-92.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.25% | 29.01%-14.8pp | 28.82%-14.6pp | 551.28%-537.0pp |
| Employer contribution / active EE | $1,566 | $7,022-77.7% | $6,427-75.6% | $4,663-66.4% |
| Participant deferral / active EE | $3,655 | $9,807-62.7% | $9,132-60.0% | $6,691-45.4% |
| Admin fee / account holder | $5 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |