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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 | $45,259 | $53,901-16.0% | $134,155-66.3% | $73,493-38.4% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.2%+27.8pp | 70.7%+29.3pp |
| Annual return | 14.13% | 15.82%-1.7pp | 36.34%-22.2pp | 28.51%-14.4pp |
| Employer contribution / active EE | $3,479 | $1,458+138.6% | $3,705-6.1% | $2,270+53.3% |
| Participant deferral / active EE | $3,541 | $2,739+29.3% | $3,500+1.2% | $3,740-5.3% |
| Admin fee / account holder | $0 | $581-100.0% | $6,685-100.0% | $513-100.0% |