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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,836 | $39,132+75.9% | $57,196+20.4% | $62,881+9.5% |
| Participation rate | 98.0% | 70.5%+27.5pp | 75.3%+22.6pp | 69.3%+28.7pp |
| Annual return | 5.54% | 9.24%-3.7pp | 14.59%-9.1pp | 20.14%-14.6pp |
| Employer contribution / active EE | $3,164 | $1,874+68.8% | $2,683+17.9% | $2,281+38.7% |
| Participant deferral / active EE | $3,656 | $2,374+54.0% | $3,096+18.1% | $3,203+14.1% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |