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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 | $31,780 | $92,076-65.5% | $105,607-69.9% | $77,736-59.1% |
| Participation rate | 90.9% | 81.0%+9.9pp | 75.3%+15.6pp | 70.6%+20.3pp |
| Annual return | 5.59% | 17.84%-12.3pp | 116.11%-110.5pp | 31.26%-25.7pp |
| Employer contribution / active EE | $0 | $3,370-100.0% | $3,167-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $0 | $5,390-100.0% | $5,011-100.0% | $4,651-100.0% |
| Admin fee / account holder | $7 | $219-97.0% | $10,958-99.9% | $433-98.5% |