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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 | $3,369 | $58,057-94.2% | $97,032-96.5% | $86,983-96.1% |
| Participation rate | 100.0% | 60.4%+39.6pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 10.03% | 22.26%-12.2pp | 35.38%-25.4pp | 25.83%-15.8pp |
| Employer contribution / active EE | $1,097 | $1,663-34.1% | $2,629-58.3% | $2,584-57.6% |
| Participant deferral / active EE | $0 | $3,244-100.0% | $4,672-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1 | $4,839-100.0% | $9,418-100.0% | $7,856-100.0% |