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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 | $4,175 | $57,921-92.8% | $84,753-95.1% | $57,658-92.8% |
| Participation rate | 98.9% | 72.9%+26.0pp | 76.6%+22.3pp | 70.2%+28.7pp |
| Annual return | 15.18% | 10.24%+4.9pp | 22.78%-7.6pp | 5.13%+10.0pp |
| Employer contribution / active EE | $0 | $2,598-100.0% | $3,574-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $130-100.0% | $5,333-100.0% | $95-100.0% |