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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 | $4,750 | $124,346-96.2% | $111,306-95.7% | $167,553-97.2% |
| Participation rate | 95.5% | 79.6%+15.8pp | 77.3%+18.1pp | 82.1%+13.3pp |
| Annual return | -43.04% | 37.46%-80.5pp | 54.67%-97.7pp | 478.89%-521.9pp |
| Employer contribution / active EE | $12,364 | $3,438+259.7% | $2,732+352.6% | $4,840+155.5% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,488-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $10,623-100.0% | $7,966-100.0% | $12,316-100.0% |