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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 | $25,298 | $77,449-67.3% | $69,483-63.6% | $152,909-83.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 6.78% | 39.09%-32.3pp | 28.99%-22.2pp | 345.46%-338.7pp |
| Employer contribution / active EE | $957 | $3,316-71.1% | $2,780-65.6% | $4,764-79.9% |
| Participant deferral / active EE | $12,180 | $4,415+175.9% | $3,537+244.4% | $5,851+108.2% |
| Admin fee / account holder | $0 | $6,210-100.0% | $3,841-100.0% | $11,601-100.0% |