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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,407 | $90,486-77.4% | $78,676-74.1% | $273,972-92.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.53% | 75.62%-70.1pp | 62.19%-56.7pp | 41.46%-35.9pp |
| Employer contribution / active EE | $1,200 | $3,175-62.2% | $2,850-57.9% | $4,869-75.4% |
| Participant deferral / active EE | $1,200 | $3,901-69.2% | $3,517-65.9% | $5,287-77.3% |
| Admin fee / account holder | $68 | $5,263-98.7% | $4,510-98.5% | $10,133-99.3% |