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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 | $9,528 | $65,566-85.5% | $86,235-89.0% | $75,177-87.3% |
| Participation rate | 89.4% | 60.5%+28.9pp | 69.0%+20.4pp | 67.2%+22.2pp |
| Annual return | -7.26% | 46.07%-53.3pp | 1170.03%-1177.3pp | 160.75%-168.0pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,987-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,470-100.0% | $6,856-100.0% | $5,651-100.0% |