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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 | $1,479 | $160,028-99.1% | $147,080-99.0% | $145,884-99.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.90% | 98.60%-82.7pp | 420.17%-404.3pp | 551.85%-535.9pp |
| Employer contribution / active EE | $9,682 | $5,286+83.2% | $4,933+96.3% | $4,662+107.7% |
| Participant deferral / active EE | $7,570 | $8,422-10.1% | $8,066-6.2% | $6,690+13.2% |
| Admin fee / account holder | $11 | $15,030-99.9% | $12,989-99.9% | $13,392-99.9% |