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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 | $405,731-100.0% | $177,625-100.0% | $405,731-100.0% |
| Participation rate | 0.0% | 91.9%-91.9pp | 100.0%-100.0pp | 91.9%-91.9pp |
| Annual return | -0.70% | 4.30%-5.0pp | -11.32%+10.6pp | 4.30%-5.0pp |
| Employer contribution / active EE | $0 | $26,636-100.0% | $1,108-100.0% | $26,636-100.0% |
| Participant deferral / active EE | $0 | $5,788-100.0% | $3,323-100.0% | $5,788-100.0% |
| Admin fee / account holder | $0 | $12,997-100.0% | $1,862-100.0% | $12,997-100.0% |