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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 | $178,584-100.0% | $84,753-100.0% | - |
| Participation rate | 0.0% | 64.5%-64.5pp | 76.6%-76.6pp | - |
| Annual return | 9.22% | 76.22%-67.0pp | 22.78%-13.6pp | - |
| Employer contribution / active EE | $0 | $1,402-100.0% | $3,574-100.0% | - |
| Participant deferral / active EE | $0 | $2,836-100.0% | $3,712-100.0% | - |
| Admin fee / account holder | $0 | $9,656-100.0% | $5,333-100.0% | - |