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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 | $27,526 | $98,776-72.1% | $149,745-81.6% | $79,856-65.5% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.5%+14.9pp | 69.6%+27.8pp |
| Annual return | 32.74% | 27.38%+5.4pp | 276.72%-244.0pp | 31.71%+1.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $9 | $6,053-99.8% | $9,312-99.9% | $5,306-99.8% |