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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 | $475,974 | $176,794+169.2% | $146,647+224.6% | $167,553+184.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 36.33% | 24.04%+12.3pp | 22.75%+13.6pp | 478.89%-442.6pp |
| Employer contribution / active EE | $58,354 | $5,161+1030.6% | $4,137+1310.6% | $4,840+1105.7% |
| Participant deferral / active EE | $29,352 | $6,440+355.8% | $5,506+433.1% | $6,343+362.8% |
| Admin fee / account holder | $46 | $13,262-99.7% | $10,281-99.6% | $12,316-99.6% |