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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 | $6,712 | $108,911-93.8% | $100,392-93.3% | $145,884-95.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.85% | 58.23%-45.4pp | 49.45%-36.6pp | 551.85%-539.0pp |
| Employer contribution / active EE | $3,142 | $4,420-28.9% | $3,941-20.3% | $4,662-32.6% |
| Participant deferral / active EE | $4,397 | $8,459-48.0% | $8,090-45.6% | $6,690-34.3% |
| Admin fee / account holder | $40 | $9,698-99.6% | $7,904-99.5% | $13,392-99.7% |