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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,593 | $83,884-95.7% | $64,097-94.4% | $74,473-95.2% |
| Participation rate | 95.3% | 76.6%+18.7pp | 72.3%+23.0pp | 70.7%+24.6pp |
| Annual return | 4.02% | 16.57%-12.6pp | 33.75%-29.7pp | 34.36%-30.3pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,750-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $0 | $3,692-100.0% | $3,881-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $196-99.8% | $3,070-100.0% | $347-99.9% |