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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 | $10,887 | $160,028-93.2% | $147,080-92.6% | $145,884-92.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.80% | 98.60%-82.8pp | 420.17%-404.4pp | 551.85%-536.0pp |
| Employer contribution / active EE | $2,468 | $5,286-53.3% | $4,933-50.0% | $4,662-47.1% |
| Participant deferral / active EE | $3,518 | $8,422-58.2% | $8,066-56.4% | $6,690-47.4% |
| Admin fee / account holder | $49 | $15,030-99.7% | $12,989-99.6% | $13,392-99.6% |