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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 | $14,149 | $183,592-92.3% | $155,574-90.9% | $145,877-90.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.61% | 61.37%-46.8pp | 64.87%-50.3pp | 551.28%-536.7pp |
| Employer contribution / active EE | $7,257 | $5,317+36.5% | $4,676+55.2% | $4,663+55.6% |
| Participant deferral / active EE | $7,257 | $6,466+12.2% | $5,629+28.9% | $6,691+8.5% |
| Admin fee / account holder | $204 | $19,316-98.9% | $15,914-98.7% | $13,402-98.5% |