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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 | $76,975 | $45,050+70.9% | $63,018+22.1% | $70,126+9.8% |
| Participation rate | 85.5% | 69.5%+15.9pp | 74.8%+10.7pp | 69.5%+15.9pp |
| Annual return | 12.40% | 18.76%-6.4pp | 87.62%-75.2pp | 73.15%-60.8pp |
| Employer contribution / active EE | $2,910 | $2,052+41.8% | $2,761+5.4% | $2,343+24.2% |
| Participant deferral / active EE | $3,242 | $2,466+31.5% | $3,330-2.6% | $3,332-2.7% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |