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 | $0 | $305,030-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 0.0%0pp |
| Annual return | 17.13% | 12.86%+4.3pp | 380.71%-363.6pp | 12.86%+4.3pp |
| Employer contribution / active EE | $0 | $13,687-100.0% | $45,089-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $833-100.0% | $272-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,800-100.0% | - |