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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $304,885 | $148,629+105.1% | $135,982+124.2% | $139,487+118.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.05% | 79.33%-65.3pp | 68.32%-54.3pp | 373.84%-359.8pp |
| Employer contribution / active EE | $81,250 | $5,247+1448.7% | $4,859+1572.1% | $4,755+1608.8% |
| Participant deferral / active EE | $66,249 | $8,102+717.6% | $7,760+753.7% | $6,713+886.9% |
| Admin fee / account holder | $232 | $12,406-98.1% | $10,767-97.8% | $11,407-98.0% |