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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 | $21,857 | $81,948-73.3% | $90,766-75.9% | $64,824-66.3% |
| Participation rate | 94.6% | 80.5%+14.2pp | 75.7%+18.9pp | 71.5%+23.1pp |
| Annual return | 117.63% | -12.53%+130.2pp | -12.16%+129.8pp | 32.84%+84.8pp |
| Employer contribution / active EE | $0 | $3,067-100.0% | $2,922-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $0 | $4,844-100.0% | $4,565-100.0% | $4,311-100.0% |
| Admin fee / account holder | $10 | $157-93.6% | $8,446-99.9% | $188-94.6% |