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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $51,108 | $67,396-24.2% | $60,919-16.1% | $134,545-62.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -14.36% | 50.12%-64.5pp | 16.96%-31.3pp | 418.37%-432.7pp |
| Employer contribution / active EE | $7,437 | $3,101+139.8% | $2,704+175.1% | $4,742+56.8% |
| Participant deferral / active EE | $4,592 | $4,534+1.3% | $3,814+20.4% | $6,401-28.3% |
| Admin fee / account holder | $0 | $4,590-100.0% | $3,228-100.0% | $11,431-100.0% |