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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 | $3,159 | $162,136-98.1% | $152,301-97.9% | $154,746-98.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.49% | 91.02%-71.5pp | 80.50%-61.0pp | 172.34%-152.9pp |
| Employer contribution / active EE | $2,057 | $4,890-57.9% | $4,624-55.5% | $4,379-53.0% |
| Participant deferral / active EE | $3,366 | $8,341-59.6% | $8,004-57.9% | $6,730-50.0% |
| Admin fee / account holder | $63 | $15,759-99.6% | $14,398-99.6% | $14,365-99.6% |