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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 | $159,106-100.0% | $110,243-100.0% | - |
| Participation rate | 0.0% | 75.5%-75.5pp | 79.8%-79.8pp | - |
| Annual return | -4.45% | -5.88%+1.4pp | 314.76%-319.2pp | - |
| Employer contribution / active EE | $0 | $2,751-100.0% | $3,827-100.0% | - |
| Participant deferral / active EE | $0 | $3,490-100.0% | $4,672-100.0% | - |
| Admin fee / account holder | $0 | $9,628-100.0% | $8,548-100.0% | - |