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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 | $2,050 | $22,714-91.0% | $59,496-96.6% | $55,191-96.3% |
| Participation rate | 99.1% | 37.5%+61.6pp | 54.6%+44.5pp | 69.2%+29.9pp |
| Annual return | 17.26% | -44.01%+61.3pp | 182.05%-164.8pp | 10.78%+6.5pp |
| Employer contribution / active EE | $0 | $418-100.0% | $1,153-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $0 | $843-100.0% | $1,829-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $83-100.0% | $2,232-100.0% | $91-100.0% |