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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 | $17,144 | $223,823-92.3% | $211,142-91.9% | $154,746-88.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 19.56% | 50.39%-30.8pp | 46.84%-27.3pp | 172.34%-152.8pp |
| Employer contribution / active EE | $4,541 | $6,787-33.1% | $6,442-29.5% | $4,379+3.7% |
| Participant deferral / active EE | $4,541 | $9,750-53.4% | $9,284-51.1% | $6,730-32.5% |
| Admin fee / account holder | $71 | $19,707-99.6% | $19,076-99.6% | $14,365-99.5% |