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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 | $2,417 | $28,416-91.5% | $73,550-96.7% | $69,631-96.5% |
| Participation rate | 100.0% | 38.3%+61.7pp | 54.9%+45.1pp | 70.7%+29.3pp |
| Annual return | 12.80% | -694.13%+706.9pp | -15.16%+28.0pp | 27571.02%-27558.2pp |
| Employer contribution / active EE | $0 | $430-100.0% | $1,219-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $0 | $897-100.0% | $1,804-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $104-100.0% | $2,320-100.0% | $110-100.0% |