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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $747,651 | $110,282+577.9% | $102,423+630.0% | $199,921+274.0% |
| Participation rate | 98.1% | 86.3%+11.9pp | 76.5%+21.6pp | 72.0%+26.1pp |
| Annual return | 4.78% | 35.75%-31.0pp | 29.42%-24.6pp | 34.28%-29.5pp |
| Employer contribution / active EE | $0 | $3,603-100.0% | $3,023-100.0% | $3,035-100.0% |
| Participant deferral / active EE | $0 | $6,376-100.0% | $5,054-100.0% | $5,089-100.0% |
| Admin fee / account holder | $0 | $122-100.0% | $9,455-100.0% | $269-100.0% |