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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 | $5,455 | $55,453-90.2% | $170,435-96.8% | $62,293-91.2% |
| Participation rate | 94.1% | 66.4%+27.7pp | 83.6%+10.5pp | 69.5%+24.6pp |
| Annual return | 8.33% | 21.38%-13.0pp | 205.94%-197.6pp | 28.90%-20.6pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |