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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 | $4,097 | $185,312-97.8% | $161,489-97.5% | $154,746-97.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.84% | 103.84%-84.0pp | 89.72%-69.9pp | 172.34%-152.5pp |
| Employer contribution / active EE | $1,696 | $4,769-64.4% | $4,268-60.3% | $4,379-61.3% |
| Participant deferral / active EE | $2,164 | $6,350-65.9% | $5,630-61.6% | $6,730-67.8% |
| Admin fee / account holder | $26 | $18,654-99.9% | $16,006-99.8% | $14,365-99.8% |