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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 | $3,370 | $91,051-96.3% | $88,497-96.2% | $55,167-93.9% |
| Participation rate | 98.4% | 79.5%+18.9pp | 82.4%+16.0pp | 69.0%+29.4pp |
| Annual return | 1.18% | 9.63%-8.4pp | 7.63%-6.5pp | 169.23%-168.1pp |
| Employer contribution / active EE | $0 | $3,430-100.0% | $4,036-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $0 | $4,954-100.0% | $4,899-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $539-100.0% | $6,220-100.0% | $504-100.0% |