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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 | $937,755-100.0% | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | - |
| Annual return | 3.13% | 72.14%-69.0pp | 10.53%-7.4pp | - |
| Employer contribution / active EE | $0 | $14,822-100.0% | $26,797-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $122-100.0% | - |
| Admin fee / account holder | $0 | $14,090-100.0% | $129-100.0% | - |