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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,308 | $46,599+23.0% | $64,101-10.6% | $75,173-23.8% |
| Participation rate | 94.3% | 65.9%+28.3pp | 72.3%+22.0pp | 67.2%+27.1pp |
| Annual return | 17.30% | 26.06%-8.8pp | 33.72%-16.4pp | 160.72%-143.4pp |
| Employer contribution / active EE | $3,525 | $1,975+78.4% | $2,749+28.2% | $2,671+32.0% |
| Participant deferral / active EE | $4,951 | $2,837+74.5% | $3,881+27.6% | $4,126+20.0% |
| Admin fee / account holder | $0 | $2,956-100.0% | $3,070-100.0% | $5,651-100.0% |