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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 | $12,093 | $223,823-94.6% | $211,142-94.3% | $154,746-92.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 21.55% | 50.39%-28.8pp | 46.84%-25.3pp | 172.34%-150.8pp |
| Employer contribution / active EE | $2,465 | $6,787-63.7% | $6,442-61.7% | $4,379-43.7% |
| Participant deferral / active EE | $24,360 | $9,750+149.8% | $9,284+162.4% | $6,730+261.9% |
| Admin fee / account holder | $189 | $19,707-99.0% | $19,076-99.0% | $14,365-98.7% |