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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 | $26,526 | $46,173-42.5% | $170,435-84.4% | $69,631-61.9% |
| Participation rate | 82.9% | 63.9%+19.0pp | 83.6%-0.7pp | 70.7%+12.2pp |
| Annual return | 15.20% | 21.62%-6.4pp | 205.94%-190.7pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $13,881-100.0% | $110-100.0% |