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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 | $39,760 | $68,681-42.1% | $86,615-54.1% | $85,847-53.7% |
| Participation rate | 90.0% | 66.4%+23.6pp | 71.6%+18.4pp | 69.3%+20.7pp |
| Annual return | 17.40% | 20.12%-2.7pp | 63.51%-46.1pp | 318.61%-301.2pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,496-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,699-100.0% | $3,952-100.0% |
| Admin fee / account holder | $8 | $5,974-99.9% | $5,830-99.9% | $6,261-99.9% |