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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 | $2,757 | $48,669-94.3% | $93,654-97.1% | $199,768-98.6% |
| Participation rate | 81.3% | 63.7%+17.7pp | 68.7%+12.6pp | 72.0%+9.3pp |
| Annual return | -38.71% | 15.38%-54.1pp | 133.34%-172.1pp | 34.26%-73.0pp |
| Employer contribution / active EE | $0 | $1,137-100.0% | $2,421-100.0% | $3,037-100.0% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $4,413-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $195-100.0% | $8,282-100.0% | $269-100.0% |