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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,185,213-100.0% | $353,945-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | - |
| Annual return | 13.60% | 42.38%-28.8pp | 10.57%+3.0pp | - |
| Employer contribution / active EE | $0 | $19,943-100.0% | $29,483-100.0% | - |
| Participant deferral / active EE | $0 | $669-100.0% | $150-100.0% | - |
| Admin fee / account holder | $0 | $2,937-100.0% | $2,009-100.0% | - |