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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 | $174,379-97.8% | $152,093-97.5% | $138,895-97.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 12.92% | 74.86%-61.9pp | 66.36%-53.4pp | 145.39%-132.5pp |
| Employer contribution / active EE | $1,705 | $4,652-63.4% | $4,175-59.2% | $4,194-59.4% |
| Participant deferral / active EE | $2,142 | $6,159-65.2% | $5,451-60.7% | $6,396-66.5% |
| Admin fee / account holder | $78 | $16,880-99.5% | $14,497-99.5% | $12,562-99.4% |