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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 | $136,471+85.9% | $161,149+57.5% | $100,573+152.3% |
| Participation rate | 98.9% | 79.3%+19.7pp | 78.8%+20.1pp | 70.9%+28.0pp |
| Annual return | 41.48% | 17.32%+24.2pp | 21.16%+20.3pp | 18.89%+22.6pp |
| Employer contribution / active EE | $0 | $4,699-100.0% | $4,360-100.0% | $3,763-100.0% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $6,153-100.0% | $4,921-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $15,194-100.0% | $454-100.0% |