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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 | $253,732 | $83,436+204.1% | $185,441+36.8% | $83,436+204.1% |
| Participation rate | 98.9% | 73.2%+25.8pp | 80.3%+18.7pp | 73.2%+25.8pp |
| Annual return | 41.48% | 19.34%+22.1pp | 20.16%+21.3pp | 19.34%+22.1pp |
| Employer contribution / active EE | $0 | $4,072-100.0% | $4,672-100.0% | $4,072-100.0% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $6,152-100.0% | $3,411-100.0% |
| Admin fee / account holder | $0 | $265-100.0% | $17,890-100.0% | $265-100.0% |