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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 | $89,670+183.0% | $173,730+46.0% | $89,670+183.0% |
| Participation rate | 98.9% | 71.2%+27.8pp | 79.6%+19.4pp | 71.2%+27.8pp |
| Annual return | 41.48% | 19.66%+21.8pp | 19.96%+21.5pp | 19.66%+21.8pp |
| Employer contribution / active EE | $0 | $4,041-100.0% | $4,577-100.0% | $4,041-100.0% |
| Participant deferral / active EE | $0 | $3,962-100.0% | $6,326-100.0% | $3,962-100.0% |
| Admin fee / account holder | $0 | $352-100.0% | $17,523-100.0% | $352-100.0% |