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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 | $0 | $157,755-100.0% | $109,313-100.0% | - |
| Participation rate | 0.0% | 56.0%-56.0pp | 71.3%-71.3pp | - |
| Annual return | 6.36% | 5.09%+1.3pp | 22.07%-15.7pp | - |
| Employer contribution / active EE | $0 | $1,256-100.0% | $3,892-100.0% | - |
| Participant deferral / active EE | $0 | $2,072-100.0% | $3,166-100.0% | - |
| Admin fee / account holder | $0 | $7,421-100.0% | $5,666-100.0% | - |