Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $50,876-100.0% | $177,383-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.8%-23.8pp | 15.7%-15.7pp |
| Annual return | -1.21% | -2.30%+1.1pp | -0.48%-0.7pp | -7.14%+5.9pp |
| Employer contribution / active EE | $0 | $5,206-100.0% | $23,357-100.0% | $14,613-100.0% |
| Participant deferral / active EE | $0 | $0 | $17-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $3,964-100.0% | $1,191-100.0% |