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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 | $3,943 | $71,215-94.5% | $93,696-95.8% | $80,935-95.1% |
| Participation rate | 89.5% | 60.4%+29.1pp | 68.7%+20.8pp | 67.7%+21.8pp |
| Annual return | 0.37% | 11.27%-10.9pp | 133.74%-133.4pp | 35.66%-35.3pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $6,958-100.0% | $8,287-100.0% | $6,924-100.0% |