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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 | $8,596 | $54,541-84.2% | $78,778-89.1% | $70,126-87.7% |
| Participation rate | 84.7% | 60.8%+23.9pp | 69.2%+15.5pp | 69.5%+15.2pp |
| Annual return | -16.26% | 21.07%-37.3pp | 35.62%-51.9pp | 73.15%-89.4pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,709-100.0% | $5,134-100.0% | $4,645-100.0% |