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Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,549 | $88,515-22.6% | $162,185-57.7% | $67,582+1.4% |
| Participation rate | 100.0% | 86.8%+13.2pp | 87.6%+12.4pp | 71.3%+28.7pp |
| Annual return | 15.23% | 27.04%-11.8pp | 115.61%-100.4pp | 378.57%-363.3pp |
| Employer contribution / active EE | $0 | $3,563-100.0% | $5,613-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,297-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $10,844-100.0% | $142-100.0% |