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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $66,640 | $58,655+13.6% | $91,994-27.6% | $65,186+2.2% |
| Participation rate | 75.2% | 75.3%0pp | 78.6%-3.4pp | 70.2%+5.0pp |
| Annual return | 28.10% | 33.92%-5.8pp | 69.04%-40.9pp | 29.39%-1.3pp |
| Employer contribution / active EE | $0 | $2,080-100.0% | $3,453-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $5,474-100.0% | $5,924-100.0% | $3,514-100.0% |
| Admin fee / account holder | $100 | $434-76.9% | $7,744-98.7% | $847-88.2% |