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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,047 | $73,863-95.9% | $143,797-97.9% | $68,490-95.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -9.38% | 0.91%-10.3pp | -0.04%-9.3pp | -7.85%-1.5pp |
| Employer contribution / active EE | $973 | $3,185-69.5% | $4,952-80.4% | $2,597-62.5% |
| Participant deferral / active EE | $909 | $3,385-73.1% | $5,638-83.9% | $4,028-77.4% |
| Admin fee / account holder | $3 | $5,756-99.9% | $14,679-100.0% | $5,403-99.9% |