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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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,897 | $142,430-95.9% | $115,170-94.9% | $152,897-96.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 0.00% | 41.48%-41.5pp | 35.60%-35.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,049 | $4,011-73.8% | $3,179-67.0% | $4,764-78.0% |
| Participant deferral / active EE | $4,685 | $5,165-9.3% | $4,169+12.4% | $5,851-19.9% |
| Admin fee / account holder | $26 | $8,464-99.7% | $7,089-99.6% | $11,599-99.8% |