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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 | $0 | $363,850-100.0% | $155,789-100.0% | - |
| Participation rate | 0.0% | 50.7%-50.7pp | 76.1%-76.1pp | - |
| Annual return | 9.18% | -3.26%+12.4pp | 71.54%-62.4pp | - |
| Employer contribution / active EE | $0 | $1,069-100.0% | $3,839-100.0% | - |
| Participant deferral / active EE | $0 | $2,383-100.0% | $4,798-100.0% | - |
| Admin fee / account holder | $0 | $13,180-100.0% | $7,477-100.0% | - |