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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $54,364-100.0% | $78,002-100.0% | - |
| Participation rate | 0.0% | 73.9%-73.9pp | 75.5%-75.5pp | - |
| Annual return | 13.56% | 2.71%+10.9pp | 425.99%-412.4pp | - |
| Employer contribution / active EE | $0 | $1,328-100.0% | $2,470-100.0% | - |
| Participant deferral / active EE | $0 | $2,800-100.0% | $3,497-100.0% | - |
| Admin fee / account holder | $0 | $3,826-100.0% | $5,481-100.0% | - |