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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 | $9,233 | $107,666-91.4% | $102,184-91.0% | $154,746-94.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 23.84% | 29.33%-5.5pp | 31.58%-7.7pp | 172.34%-148.5pp |
| Employer contribution / active EE | $11,872 | $3,846+208.7% | $3,594+230.4% | $4,379+171.1% |
| Participant deferral / active EE | $16,855 | $8,719+93.3% | $8,309+102.9% | $6,730+150.4% |
| Admin fee / account holder | $48 | $12,943-99.6% | $11,609-99.6% | $14,365-99.7% |