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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 | $16,428 | $95,084-82.7% | $140,514-88.3% | $69,733-76.4% |
| Participation rate | 89.4% | 68.7%+20.7pp | 77.8%+11.6pp | 62.5%+26.9pp |
| Annual return | 5.25% | 18.56%-13.3pp | 14.36%-9.1pp | 15.22%-10.0pp |
| Employer contribution / active EE | $0 | $2,405-100.0% | $3,378-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $0 | $3,868-100.0% | $4,919-100.0% | $3,054-100.0% |
| Admin fee / account holder | $1 | $4,885-100.0% | $13,697-100.0% | $3,102-100.0% |