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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 | $87,465-81.2% | $122,979-86.6% | $65,306-74.8% |
| Participation rate | 89.4% | 66.0%+23.4pp | 77.2%+12.2pp | 57.7%+31.7pp |
| Annual return | 5.25% | 19.76%-14.5pp | 20.12%-14.9pp | 21.94%-16.7pp |
| Employer contribution / active EE | $0 | $2,156-100.0% | $3,062-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $0 | $3,705-100.0% | $5,003-100.0% | $2,959-100.0% |
| Admin fee / account holder | $1 | $5,100-100.0% | $12,864-100.0% | $3,480-100.0% |