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Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $340,811 | $63,845+433.8% | $81,370+318.8% | $80,959+321.0% |
| Participation rate | 90.0% | 63.9%+26.1pp | 69.5%+20.5pp | 67.7%+22.3pp |
| Annual return | 12.74% | 16.37%-3.6pp | 24.85%-12.1pp | 35.67%-22.9pp |
| Employer contribution / active EE | $21,395 | $1,980+980.7% | $2,464+768.3% | $2,757+676.0% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,885-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $5,688-100.0% | $5,749-100.0% | $6,925-100.0% |