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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 | $2,337 | $185,312-98.7% | $161,489-98.6% | $154,746-98.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.96% | 103.84%-84.9pp | 89.72%-70.8pp | 172.34%-153.4pp |
| Employer contribution / active EE | $2,472 | $4,769-48.2% | $4,268-42.1% | $4,379-43.5% |
| Participant deferral / active EE | $3,707 | $6,350-41.6% | $5,630-34.2% | $6,730-44.9% |
| Admin fee / account holder | $98 | $18,654-99.5% | $16,006-99.4% | $14,365-99.3% |