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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,475 | $86,341-70.5% | $125,192-79.7% | $65,185-60.9% |
| Participation rate | 78.0% | 75.3%+2.7pp | 79.8%-1.7pp | 70.2%+7.8pp |
| Annual return | 152.71% | 27.44%+125.3pp | 43.79%+108.9pp | 29.38%+123.3pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,866-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $609-100.0% | $9,704-100.0% | $847-100.0% |