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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 | $209,336-91.8% | $197,124-91.3% | $137,256-87.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.56% | 48.09%-28.5pp | 44.34%-24.8pp | 220.34%-200.8pp |
| Employer contribution / active EE | $4,541 | $6,591-31.1% | $6,227-27.1% | $4,156+9.3% |
| Participant deferral / active EE | $4,541 | $9,614-52.8% | $9,135-50.3% | $6,407-29.1% |
| Admin fee / account holder | $71 | $17,308-99.6% | $16,298-99.6% | $12,270-99.4% |