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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,922 | $99,032+60.5% | $80,022+98.6% | $135,379+17.4% |
| Participation rate | 95.7% | 78.4%+17.3pp | 75.8%+19.8pp | 82.6%+13.0pp |
| Annual return | 57.15% | 15.39%+41.8pp | 11.22%+45.9pp | 519.79%-462.6pp |
| Employer contribution / active EE | $17,981 | $3,043+490.8% | $2,468+628.6% | $4,779+276.3% |
| Participant deferral / active EE | $11,412 | $4,282+166.5% | $3,686+209.6% | $5,609+103.5% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |