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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 | $100,970-90.9% | $96,576-90.4% | $137,256-93.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 23.84% | 38.16%-14.3pp | 38.47%-14.6pp | 220.34%-196.5pp |
| Employer contribution / active EE | $11,872 | $3,809+211.7% | $3,553+234.1% | $4,156+185.7% |
| Participant deferral / active EE | $16,855 | $8,286+103.4% | $7,956+111.8% | $6,407+163.1% |
| Admin fee / account holder | $48 | $11,312-99.6% | $11,381-99.6% | $12,270-99.6% |