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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 | $415,031-100.0% | $322,681-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | - |
| Annual return | 111.29% | 15.23%+96.1pp | 4.07%+107.2pp | - |
| Employer contribution / active EE | $0 | $39,272-100.0% | $36,235-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $215-100.0% | - |
| Admin fee / account holder | $0 | $113,846-100.0% | $7,128-100.0% | - |