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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 | $8,418 | $100,970-91.7% | $96,576-91.3% | $137,256-93.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.17% | 38.16%-21.0pp | 38.47%-21.3pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,721 | $3,809-54.8% | $3,553-51.6% | $4,156-58.6% |
| Participant deferral / active EE | $2,151 | $8,286-74.0% | $7,956-73.0% | $6,407-66.4% |
| Admin fee / account holder | $59 | $11,312-99.5% | $11,381-99.5% | $12,270-99.5% |