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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 | $1,201 | $109,344-98.9% | $89,400-98.7% | $158,950-99.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 35.44% | 345.73%-310.3pp | 245.64%-210.2pp | 302.91%-267.5pp |
| Employer contribution / active EE | $2,930 | $3,170-7.6% | $2,586+13.3% | $4,762-38.5% |
| Participant deferral / active EE | $1,349 | $4,599-70.7% | $3,890-65.3% | $5,983-77.5% |
| Admin fee / account holder | $166 | $6,154-97.3% | $4,882-96.6% | $11,248-98.5% |