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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 | $7,160 | $122,585-94.2% | $184,256-96.1% | $200,096-96.4% |
| Participation rate | 95.0% | 86.9%+8.0pp | 86.8%+8.1pp | 72.0%+22.9pp |
| Annual return | 10.18% | 144.12%-133.9pp | 28.85%-18.7pp | 34.26%-24.1pp |
| Employer contribution / active EE | $0 | $4,571-100.0% | $6,427-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $0 | $7,972-100.0% | $9,133-100.0% | $5,090-100.0% |
| Admin fee / account holder | $17 | $120-85.7% | $13,899-99.9% | $269-93.6% |