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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 | $5,419 | $98,760-94.5% | $149,715-96.4% | $79,858-93.2% |
| Participation rate | 90.7% | 75.8%+14.9pp | 82.5%+8.2pp | 69.6%+21.1pp |
| Annual return | 15.19% | 27.43%-12.2pp | 276.66%-261.5pp | 31.72%-16.5pp |
| Employer contribution / active EE | $657 | $3,217-79.6% | $4,645-85.8% | $2,471-73.4% |
| Participant deferral / active EE | $1,543 | $5,681-72.8% | $6,842-77.5% | $3,740-58.8% |
| Admin fee / account holder | $34 | $6,053-99.4% | $9,310-99.6% | $5,306-99.4% |