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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 | $212,386-91.9% | $199,883-91.4% | $138,895-87.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 19.56% | 47.75%-28.2pp | 43.81%-24.3pp | 145.39%-125.8pp |
| Employer contribution / active EE | $4,541 | $6,625-31.5% | $6,261-27.5% | $4,194+8.3% |
| Participant deferral / active EE | $4,541 | $9,617-52.8% | $9,138-50.3% | $6,396-29.0% |
| Admin fee / account holder | $71 | $18,233-99.6% | $17,268-99.6% | $12,562-99.4% |