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 | $160,548-100.0% | $145,218-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 23.9%-23.9pp | 20.5%-20.5pp | 46.4%-46.4pp |
| Annual return | -2.72% | -0.62%-2.1pp | -0.67%-2.1pp | -82.67%+79.9pp |
| Employer contribution / active EE | $0 | $37,810-100.0% | $31,731-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $456-100.0% | $473-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $36,086-100.0% | $28,383-100.0% | $11,204-100.0% |