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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 | $3,180 | $54,729-94.2% | $86,235-96.3% | $71,529-95.6% |
| Participation rate | 97.9% | 60.1%+37.8pp | 69.0%+29.0pp | 67.9%+30.0pp |
| Annual return | -13.14% | 20.07%-33.2pp | 1170.03%-1183.2pp | 28.97%-42.1pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,381-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $3,987-100.0% | $4,291-100.0% |
| Admin fee / account holder | $6 | $1,921-99.7% | $6,856-99.9% | $1,588-99.6% |