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 | $85,660+196.2% | $216,567+17.2% | $85,660+196.2% |
| Participation rate | 98.9% | 74.8%+24.1pp | 81.6%+17.3pp | 74.8%+24.1pp |
| Annual return | 41.48% | 19.52%+22.0pp | 12.94%+28.5pp | 19.52%+22.0pp |
| Employer contribution / active EE | $0 | $4,199-100.0% | $5,216-100.0% | $4,199-100.0% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $6,191-100.0% | $3,518-100.0% |
| Admin fee / account holder | $0 | $224-100.0% | $21,981-100.0% | $224-100.0% |