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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 | $209,336-94.2% | $197,124-93.9% | $137,256-91.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.55% | 48.09%-26.5pp | 44.34%-22.8pp | 220.34%-198.8pp |
| Employer contribution / active EE | $2,465 | $6,591-62.6% | $6,227-60.4% | $4,156-40.7% |
| Participant deferral / active EE | $24,360 | $9,614+153.4% | $9,135+166.7% | $6,407+280.2% |
| Admin fee / account holder | $189 | $17,308-98.9% | $16,298-98.8% | $12,270-98.5% |