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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 | $97,289-90.5% | $92,805-90.1% | $155,188-94.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 23.84% | 29.03%-5.2pp | 31.59%-7.8pp | 148.84%-125.0pp |
| Employer contribution / active EE | $11,872 | $3,632+226.9% | $3,424+246.7% | $4,248+179.5% |
| Participant deferral / active EE | $16,855 | $8,795+91.6% | $8,448+99.5% | $6,531+158.1% |
| Admin fee / account holder | $48 | $12,015-99.6% | $10,911-99.6% | $14,480-99.7% |