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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 | $649 | $140,578-99.5% | $100,671-99.4% | $125,388-99.5% |
| Participation rate | 89.5% | 80.4%+9.1pp | 70.7%+18.8pp | 83.2%+6.3pp |
| Annual return | -3.07% | 24.67%-27.7pp | 20.43%-23.5pp | 282.24%-285.3pp |
| Employer contribution / active EE | $783 | $5,965-86.9% | $4,012-80.5% | $4,866-83.9% |
| Participant deferral / active EE | $1,228 | $3,981-69.2% | $3,144-60.9% | $5,352-77.1% |
| Admin fee / account holder | $91 | $6,716-98.7% | $4,850-98.1% | $9,541-99.0% |