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Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,590 | $65,378+303.2% | $87,102+202.6% | $65,188+304.4% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 25.79% | 31.28%-5.5pp | 28.19%-2.4pp | 29.38%-3.6pp |
| Employer contribution / active EE | $19,900 | $1,823+991.8% | $2,521+689.2% | $2,177+814.2% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $4,048-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $520-100.0% | $7,493-100.0% | $847-100.0% |