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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 | $11,977 | $160,028-92.5% | $147,080-91.9% | $145,884-91.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.32% | 98.60%-85.3pp | 420.17%-406.8pp | 551.85%-538.5pp |
| Employer contribution / active EE | $9,844 | $5,286+86.2% | $4,933+99.5% | $4,662+111.1% |
| Participant deferral / active EE | $11,511 | $8,422+36.7% | $8,066+42.7% | $6,690+72.1% |
| Admin fee / account holder | $116 | $15,030-99.2% | $12,989-99.1% | $13,392-99.1% |