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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 | $1,252,278 | $79,694+1471.3% | $96,192+1201.8% | $79,389+1477.4% |
| Participation rate | 98.6% | 54.0%+44.7pp | 68.4%+30.2pp | 70.7%+27.9pp |
| Annual return | 35.23% | 40.84%-5.6pp | 192.09%-156.9pp | 116.89%-81.7pp |
| Employer contribution / active EE | $0 | $1,443-100.0% | $2,799-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $0 | $2,539-100.0% | $4,351-100.0% | $4,046-100.0% |
| Admin fee / account holder | $1 | $630-99.9% | $5,539-100.0% | $626-99.9% |