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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 | $2,390 | $154,228-98.5% | $145,433-98.4% | $137,256-98.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.81% | 74.59%-60.8pp | 66.58%-52.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $6,390 | $4,804+33.0% | $4,554+40.3% | $4,156+53.8% |
| Participant deferral / active EE | $17,052 | $8,216+107.5% | $7,897+115.9% | $6,407+166.2% |
| Admin fee / account holder | $288 | $14,344-98.0% | $13,129-97.8% | $12,270-97.7% |