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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 | $208,526-100.0% | $96,538-100.0% | - |
| Participation rate | 0.0% | 66.0%-66.0pp | 74.3%-74.3pp | - |
| Annual return | 22.28% | 18.23%+4.1pp | 35.74%-13.5pp | - |
| Employer contribution / active EE | $0 | $2,182-100.0% | $3,740-100.0% | - |
| Participant deferral / active EE | $0 | $4,056-100.0% | $4,880-100.0% | - |
| Admin fee / account holder | $0 | $13,060-100.0% | $6,737-100.0% | - |