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 | $0 | $179,235-100.0% | $161,646-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 15.5%-15.5pp | 47.3%-47.3pp |
| Annual return | 16.36% | 12.78%+3.6pp | 12.93%+3.4pp | 12.16%+4.2pp |
| Employer contribution / active EE | $0 | $42,142-100.0% | $35,210-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $435-100.0% | $458-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,275-100.0% | $4,659-100.0% | $17,640-100.0% |