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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $13,001 | $137,414-90.5% | $189,537-93.1% | $85,847-84.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 11.92% | 38.14%-26.2pp | 555.34%-543.4pp | 318.61%-306.7pp |
| Employer contribution / active EE | $52,110 | $4,344+1099.5% | $6,161+745.8% | $2,565+1931.3% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $75 | $8,630-99.1% | $12,048-99.4% | $6,261-98.8% |