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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 | $4,237 | $94,766-95.5% | $112,923-96.2% | $139,487-97.0% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 25.79% | 40.96%-15.2pp | 34.13%-8.3pp | 373.84%-348.1pp |
| Employer contribution / active EE | $4,076 | $4,636-12.1% | $4,570-10.8% | $4,755-14.3% |
| Participant deferral / active EE | $8,861 | $6,523+35.8% | $6,520+35.9% | $6,713+32.0% |
| Admin fee / account holder | $26 | $8,529-99.7% | $7,046-99.6% | $11,407-99.8% |