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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,847 | $112,300-68.1% | $90,223-60.3% | $125,389-71.4% |
| Participation rate | 0.0% | 82.9%-82.9pp | 79.0%-79.0pp | 83.2%-83.2pp |
| Annual return | 2.70% | -0.57%+3.3pp | 1.31%+1.4pp | 282.24%-279.5pp |
| Employer contribution / active EE | $0 | $5,181-100.0% | $4,378-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $6,733-100.0% | $5,792-100.0% | $5,352-100.0% |
| Admin fee / account holder | $275 | $10,990-97.5% | $7,406-96.3% | $9,541-97.1% |