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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 | $3,839 | $181,062-97.9% | $158,223-97.6% | $155,188-97.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 12.92% | 57.39%-44.5pp | 52.09%-39.2pp | 148.84%-135.9pp |
| Employer contribution / active EE | $1,705 | $4,565-62.7% | $4,109-58.5% | $4,248-59.9% |
| Participant deferral / active EE | $2,142 | $6,134-65.1% | $5,467-60.8% | $6,531-67.2% |
| Admin fee / account holder | $78 | $18,825-99.6% | $16,047-99.5% | $14,480-99.5% |