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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 | $2,013 | $110,410-98.2% | $102,437-98.0% | $145,897-98.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.27% | 24.85%-14.6pp | 24.95%-14.7pp | 552.29%-542.0pp |
| Employer contribution / active EE | $2,910 | $4,217-31.0% | $3,871-24.8% | $4,663-37.6% |
| Participant deferral / active EE | $4,617 | $5,622-17.9% | $5,060-8.8% | $6,689-31.0% |
| Admin fee / account holder | $19 | $9,745-99.8% | $8,388-99.8% | $13,390-99.9% |