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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 | $155,555-98.5% | $146,866-98.4% | $155,188-98.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 13.81% | 115.41%-101.6pp | 102.85%-89.0pp | 148.84%-135.0pp |
| Employer contribution / active EE | $6,390 | $4,647+37.5% | $4,425+44.4% | $4,248+50.4% |
| Participant deferral / active EE | $17,052 | $8,044+112.0% | $7,759+119.8% | $6,531+161.1% |
| Admin fee / account holder | $288 | $14,755-98.0% | $13,620-97.9% | $14,480-98.0% |