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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,207,444 | $93,131+2270.3% | $106,554+1971.7% | $86,828+2442.3% |
| Participation rate | 96.5% | 81.4%+15.1pp | 76.1%+20.4pp | 72.3%+24.2pp |
| Annual return | 0.00% | 19.45%-19.5pp | 26.80%-26.8pp | 97.95%-97.9pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,819-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $0 | $4,708-100.0% | $4,398-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $7,408-100.0% | $170-100.0% |