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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,290 | $60,795-69.9% | $69,464-73.7% | $65,185-71.9% |
| Participation rate | 89.6% | 74.9%+14.8pp | 74.6%+15.0pp | 70.2%+19.4pp |
| Annual return | 5.36% | 17.46%-12.1pp | 28.98%-23.6pp | 29.38%-24.0pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,779-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $3,536-100.0% | $3,514-100.0% |
| Admin fee / account holder | $41 | $314-86.9% | $3,840-98.9% | $847-95.2% |