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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 | $6,466 | $144,879-95.5% | $111,306-94.2% | $93,010-93.0% |
| Participation rate | 99.0% | 86.1%+12.8pp | 77.3%+21.6pp | 73.9%+25.1pp |
| Annual return | -14.28% | 18.11%-32.4pp | 54.67%-69.0pp | 158.70%-173.0pp |
| Employer contribution / active EE | $0 | $3,052-100.0% | $2,732-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $0 | $5,576-100.0% | $4,488-100.0% | $4,561-100.0% |
| Admin fee / account holder | $0 | $104-100.0% | $7,966-100.0% | $152-100.0% |