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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 | $174,380-100.0% | $108,582-100.0% | - |
| Participation rate | 0.0% | 70.3%-70.3pp | 79.6%-79.6pp | - |
| Annual return | 4.30% | 1.91%+2.4pp | -51.70%+56.0pp | - |
| Employer contribution / active EE | $0 | $1,536-100.0% | $3,758-100.0% | - |
| Participant deferral / active EE | $0 | $2,685-100.0% | $4,311-100.0% | - |
| Admin fee / account holder | $0 | $13,800-100.0% | $7,645-100.0% | - |