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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 | $28,196 | $86,298-67.3% | $111,308-74.7% | $85,847-67.2% |
| Participation rate | 85.5% | 73.3%+12.1pp | 77.3%+8.1pp | 69.3%+16.1pp |
| Annual return | 42.02% | 19.99%+22.0pp | 54.67%-12.6pp | 318.61%-276.6pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $154 | $8,189-98.1% | $7,965-98.1% | $6,261-97.5% |