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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 | $16,544 | $227,291-92.7% | $214,702-92.3% | $155,188-89.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 12.15% | 60.08%-47.9pp | 54.55%-42.4pp | 148.84%-136.7pp |
| Employer contribution / active EE | $2,842 | $6,772-58.0% | $6,461-56.0% | $4,248-33.1% |
| Participant deferral / active EE | $15,356 | $9,582+60.3% | $9,147+67.9% | $6,531+135.1% |
| Admin fee / account holder | $12 | $20,413-99.9% | $19,830-99.9% | $14,480-99.9% |