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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 | $574 | $96,678-99.4% | $86,640-99.3% | $139,466-99.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 25.97% | 106.69%-80.7pp | 592.52%-566.5pp | 373.66%-347.7pp |
| Employer contribution / active EE | $1,240 | $3,265-62.0% | $3,024-59.0% | $4,754-73.9% |
| Participant deferral / active EE | $1,245 | $4,837-74.3% | $4,438-72.0% | $6,712-81.5% |
| Admin fee / account holder | $18 | $6,410-99.7% | $5,616-99.7% | $11,409-99.8% |