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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 | $6,195 | $79,169-92.2% | $100,415-93.8% | $74,478-91.7% |
| Participation rate | 90.3% | 79.4%+10.9pp | 81.5%+8.8pp | 67.2%+23.1pp |
| Annual return | 11.35% | 20.51%-9.2pp | 49.47%-38.1pp | 1370.56%-1359.2pp |
| Employer contribution / active EE | $0 | $3,017-100.0% | $3,943-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $8,091-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,337-100.0% | $7,906-100.0% | $1,946-100.0% |