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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 | $18,494 | $104,251-82.3% | $91,004-79.7% | $147,586-87.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 23208.28% | 27.06%+23181.2pp | 4.60%+23203.7pp | 578.59%+22629.7pp |
| Employer contribution / active EE | $26,176 | $3,116+740.2% | $2,456+965.9% | $4,876+436.8% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $75 | $8,948-99.2% | $5,417-98.6% | $10,886-99.3% |