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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $106,790 | $92,076+16.0% | $105,608+1.1% | $77,714+37.4% |
| Participation rate | 99.4% | 81.0%+18.4pp | 75.3%+24.2pp | 70.6%+28.9pp |
| Annual return | 17.28% | 17.84%-0.6pp | 116.50%-99.2pp | 31.26%-14.0pp |
| Employer contribution / active EE | $0 | $3,370-100.0% | $3,167-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $0 | $5,390-100.0% | $5,010-100.0% | $4,649-100.0% |
| Admin fee / account holder | $2 | $219-98.9% | $11,028-100.0% | $433-99.4% |