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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 | $9,317 | $93,131-90.0% | $106,554-91.3% | $86,821-89.3% |
| Participation rate | 96.4% | 81.4%+15.0pp | 76.1%+20.3pp | 72.3%+24.1pp |
| Annual return | 28.30% | 19.45%+8.8pp | 26.80%+1.5pp | 97.94%-69.6pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,819-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $0 | $4,708-100.0% | $4,398-100.0% | $4,132-100.0% |
| Admin fee / account holder | $8 | $145-94.4% | $7,408-99.9% | $170-95.2% |