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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 | $358,301 | $85,515+319.0% | $112,040+219.8% | $67,986+427.0% |
| Participation rate | 99.1% | 68.2%+30.9pp | 76.5%+22.6pp | 57.2%+41.9pp |
| Annual return | 14.65% | 29.68%-15.0pp | 24.52%-9.9pp | 31.67%-17.0pp |
| Employer contribution / active EE | $1,246 | $2,191-43.2% | $2,954-57.8% | $2,019-38.3% |
| Participant deferral / active EE | $0 | $4,014-100.0% | $5,098-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,774-100.0% | $12,098-100.0% | $3,203-100.0% |