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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 | $371,618 | $123,793+200.2% | $177,840+109.0% | $79,852+365.4% |
| Participation rate | 81.6% | 84.7%-3.1pp | 87.7%-6.1pp | 69.6%+11.9pp |
| Annual return | 11.72% | 22.82%-11.1pp | 48.32%-36.6pp | 31.72%-20.0pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $258 | $7,243-96.4% | $12,431-97.9% | $5,306-95.1% |