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Assets per participant exceed $250,000 - top-decile high-value 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $458,650 | $92,186+397.5% | $105,624+334.2% | $77,762+489.8% |
| Participation rate | 98.1% | 81.0%+17.1pp | 75.3%+22.9pp | 70.6%+27.6pp |
| Annual return | 58.81% | 17.83%+41.0pp | 116.20%-57.4pp | 31.27%+27.5pp |
| Employer contribution / active EE | $0 | $3,376-100.0% | $3,168-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $0 | $5,395-100.0% | $5,013-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $219-100.0% | $10,961-100.0% | $433-100.0% |