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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 | $0 | $49,655-100.0% | $231,535-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 18.6%-18.6pp | 45.5%-45.5pp | 18.6%-18.6pp |
| Annual return | 9.31% | 13.03%-3.7pp | 12.92%-3.6pp | 9.77%-0.5pp |
| Employer contribution / active EE | $0 | $4,701-100.0% | $24,425-100.0% | $13,890-100.0% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $262,349-100.0% | $2,893-100.0% |