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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 | $54,245 | $49,249+10.1% | $70,476-23.0% | $79,852-32.1% |
| Participation rate | 98.3% | 69.2%+29.1pp | 75.1%+23.2pp | 69.6%+28.7pp |
| Annual return | 13.70% | 30.09%-16.4pp | 109.12%-95.4pp | 31.72%-18.0pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,710-100.0% | $3,740-100.0% |
| Admin fee / account holder | $20 | $2,878-99.3% | $3,847-99.5% | $5,306-99.6% |