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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 | $12,153 | $70,430-82.7% | $96,572-87.4% | $85,851-85.8% |
| Participation rate | 86.2% | 61.8%+24.3pp | 69.8%+16.3pp | 69.3%+16.8pp |
| Annual return | 17.59% | 18.58%-1.0pp | 37.79%-20.2pp | 318.63%-301.0pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,850-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $4,996-100.0% | $6,183-100.0% | $6,261-100.0% |