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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 | $3,726 | $55,902-93.3% | $76,030-95.1% | $80,959-95.4% |
| Participation rate | 78.2% | 62.1%+16.1pp | 69.1%+9.1pp | 67.7%+10.5pp |
| Annual return | -15.00% | 20.59%-35.6pp | 361.54%-376.5pp | 35.67%-50.7pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $5,239-100.0% | $6,421-100.0% | $6,925-100.0% |