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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 | $5,565 | $100,262-94.4% | $81,370-93.2% | $145,897-96.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 15.84% | 34.52%-18.7pp | 24.85%-9.0pp | 552.29%-536.4pp |
| Employer contribution / active EE | $16,568 | $2,979+456.2% | $2,464+572.4% | $4,663+255.3% |
| Participant deferral / active EE | $22,182 | $4,612+380.9% | $3,885+470.9% | $6,689+231.6% |
| Admin fee / account holder | $291 | $8,163-96.4% | $5,749-94.9% | $13,390-97.8% |