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Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,161 | $107,378-90.5% | $108,582-90.6% | $57,658-82.4% |
| Participation rate | 90.6% | 77.1%+13.5pp | 79.6%+11.1pp | 70.2%+20.4pp |
| Annual return | 4.75% | 12.80%-8.0pp | -51.70%+56.4pp | 5.13%-0.4pp |
| Employer contribution / active EE | $0 | $1,782-100.0% | $3,758-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $4,311-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $108-100.0% | $7,645-100.0% | $95-100.0% |