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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 | $358,588 | $103,393+246.8% | $87,103+311.7% | $152,909+134.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 25.03% | 28.10%-3.1pp | 28.19%-3.2pp | 345.46%-320.4pp |
| Employer contribution / active EE | $86,963 | $3,221+2599.8% | $2,521+3348.9% | $4,764+1725.5% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $93 | $12,195-99.2% | $7,491-98.8% | $11,601-99.2% |