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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 | $2,929 | $25,302-88.4% | $74,723-96.1% | $67,582-95.7% |
| Participation rate | 100.0% | 37.8%+62.2pp | 54.5%+45.5pp | 71.3%+28.7pp |
| Annual return | 6.13% | 10291.17%-10285.0pp | 753.18%-747.0pp | 378.57%-372.4pp |
| Employer contribution / active EE | $0 | $446-100.0% | $1,084-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $0 | $954-100.0% | $1,962-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $108-100.0% | $3,335-100.0% | $142-100.0% |