Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $192,455-100.0% | $192,455-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 32.0%-32.0pp | 27.6%-27.6pp | 47.3%-47.3pp |
| Annual return | -100.00% | 9.96%-110.0pp | 50.81%-150.8pp | 12.16%-112.2pp |
| Employer contribution / active EE | $0 | $48,404-100.0% | $42,739-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $88-100.0% | $90-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $2,268-100.0% | $2,268-100.0% | $17,640-100.0% |