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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 | $4,716 | $81,504-94.2% | $102,437-95.4% | $80,959-94.2% |
| Participation rate | 93.5% | 66.9%+26.6pp | 74.5%+19.0pp | 67.7%+25.8pp |
| Annual return | 46.68% | 25.60%+21.1pp | 24.95%+21.7pp | 35.67%+11.0pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1 | $6,719-100.0% | $8,388-100.0% | $6,925-100.0% |