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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 | $13,002 | $91,406-85.8% | $130,062-90.0% | $74,473-82.5% |
| Participation rate | 99.1% | 77.8%+21.3pp | 78.5%+20.6pp | 70.7%+28.4pp |
| Annual return | -46.36% | 23.21%-69.6pp | -137.37%+91.0pp | 34.36%-80.7pp |
| Employer contribution / active EE | $0 | $2,565-100.0% | $4,322-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $0 | $4,724-100.0% | $5,821-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $283-100.0% | $10,601-100.0% | $347-100.0% |