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Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,562 | $95,406-96.3% | $185,849-98.1% | $85,847-95.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.93% | 23.59%-8.7pp | 122.10%-107.2pp | 318.61%-303.7pp |
| Employer contribution / active EE | $956 | $3,314-71.1% | $5,169-81.5% | $2,565-62.7% |
| Participant deferral / active EE | $392 | $3,424-88.6% | $5,569-93.0% | $3,952-90.1% |
| Admin fee / account holder | $5 | $7,214-99.9% | $16,244-100.0% | $6,261-99.9% |