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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 | $1,083 | $76,519-98.6% | $56,025-98.1% | $145,897-99.3% |
| Participation rate | 85.0% | 63.2%+21.8pp | 52.5%+32.5pp | 80.3%+4.7pp |
| Annual return | 7.71% | 3017.03%-3009.3pp | 1712.69%-1705.0pp | 552.29%-544.6pp |
| Employer contribution / active EE | $635 | $1,383-54.1% | $1,042-39.1% | $4,663-86.4% |
| Participant deferral / active EE | $762 | $2,624-71.0% | $1,955-61.0% | $6,689-88.6% |
| Admin fee / account holder | $81 | $3,331-97.6% | $2,828-97.1% | $13,390-99.4% |