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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 | $10,808 | $99,016-89.1% | $93,759-88.5% | $66,938-83.9% |
| Participation rate | 95.0% | 82.1%+12.9pp | 81.0%+14.0pp | 69.8%+25.2pp |
| Annual return | 17.67% | -14.59%+32.3pp | -11.33%+29.0pp | 1.58%+16.1pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,324-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $6,689-100.0% | $6,096-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $477-100.0% | $7,197-100.0% | $594-100.0% |