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Employer 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 | $12,512 | $65,083-80.8% | $143,788-91.3% | $66,930-81.3% |
| Participation rate | 94.1% | 65.2%+28.9pp | 80.3%+13.8pp | 69.8%+24.3pp |
| Annual return | -17.56% | -11.13%-6.4pp | -0.03%-17.5pp | 1.57%-19.1pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,238-100.0% |
| Admin fee / account holder | $7 | $502-98.5% | $14,675-99.9% | $593-98.7% |