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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 | $60,638 | $79,961-24.2% | $98,462-38.4% | $75,177-19.3% |
| Participation rate | 94.9% | 70.4%+24.5pp | 75.2%+19.7pp | 67.2%+27.7pp |
| Annual return | 29.80% | 19.75%+10.1pp | 21.17%+8.6pp | 160.75%-130.9pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,753-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,842-100.0% | $8,875-100.0% | $5,651-100.0% |