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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 | $30,765 | $196,972-84.4% | $182,262-83.1% | $198,609-84.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.30% | 158.27%-141.0pp | 140.60%-123.3pp | 202.70%-185.4pp |
| Employer contribution / active EE | $2,030 | $5,364-62.2% | $5,046-59.8% | $5,055-59.8% |
| Participant deferral / active EE | $5,075 | $8,643-41.3% | $8,276-38.7% | $6,977-27.3% |
| Admin fee / account holder | $211 | $18,429-98.9% | $16,712-98.7% | $19,030-98.9% |