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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 | $12,065 | $148,558-91.9% | $135,925-91.1% | $139,427-91.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 0.00% | 79.22%-79.2pp | 68.25%-68.3pp | 373.27%-373.3pp |
| Employer contribution / active EE | $41,214 | $5,244+685.9% | $4,857+748.5% | $4,752+767.4% |
| Participant deferral / active EE | $84,944 | $8,101+948.5% | $7,759+994.8% | $6,711+1165.8% |
| Admin fee / account holder | $92 | $12,401-99.3% | $10,764-99.1% | $11,404-99.2% |