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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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 | $50,595 | $116,203-56.5% | $93,621-46.0% | $152,897-66.9% |
| Participation rate | 95.5% | 78.1%+17.4pp | 75.8%+19.6pp | 82.5%+13.0pp |
| Annual return | 7.34% | 35.96%-28.6pp | 32.76%-25.4pp | 345.43%-338.1pp |
| Employer contribution / active EE | $4,842 | $3,219+50.4% | $2,719+78.1% | $4,764+1.6% |
| Participant deferral / active EE | $4,653 | $4,605+1.1% | $4,070+14.3% | $5,851-20.5% |
| Admin fee / account holder | $3 | $10,751-100.0% | $7,890-100.0% | $11,599-100.0% |