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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 | $25,243 | $87,106-71.0% | $105,607-76.1% | $80,935-68.8% |
| Participation rate | 94.5% | 70.4%+24.1pp | 75.3%+19.3pp | 67.7%+26.9pp |
| Annual return | 19.60% | 17.01%+2.6pp | 116.11%-96.5pp | 35.66%-16.1pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,011-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $8,447-100.0% | $10,958-100.0% | $6,924-100.0% |