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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,279 | $78,670-62.8% | $109,173-73.2% | $85,847-65.9% |
| Participation rate | 89.7% | 68.3%+21.4pp | 75.9%+13.8pp | 69.3%+20.4pp |
| Annual return | 12.73% | 25.09%-12.4pp | 25.75%-13.0pp | 318.61%-305.9pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $22 | $5,469-99.6% | $6,755-99.7% | $6,261-99.6% |