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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 | $2,491 | $160,028-98.4% | $147,080-98.3% | $145,884-98.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.07% | 98.60%-81.5pp | 420.17%-403.1pp | 551.85%-534.8pp |
| Employer contribution / active EE | $2,573 | $5,286-51.3% | $4,933-47.8% | $4,662-44.8% |
| Participant deferral / active EE | $4,069 | $8,422-51.7% | $8,066-49.6% | $6,690-39.2% |
| Admin fee / account holder | $24 | $15,030-99.8% | $12,989-99.8% | $13,392-99.8% |