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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 | $456,774 | $80,731+465.8% | $103,374+341.9% | $74,546+512.7% |
| Participation rate | 99.2% | 65.7%+33.5pp | 74.5%+24.7pp | 67.2%+32.0pp |
| Annual return | 19.16% | 27.56%-8.4pp | 24.89%-5.7pp | 1366.03%-1346.9pp |
| Employer contribution / active EE | $0 | $3,158-100.0% | $3,869-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |