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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 | $191,923 | $125,190+53.3% | $105,624+81.7% | $145,897+31.5% |
| Participation rate | 84.6% | 77.6%+7.0pp | 75.3%+9.3pp | 80.3%+4.3pp |
| Annual return | 11.78% | 225.22%-213.4pp | 116.20%-104.4pp | 552.29%-540.5pp |
| Employer contribution / active EE | $15,900 | $3,720+327.4% | $3,168+402.0% | $4,663+241.0% |
| Participant deferral / active EE | $14,495 | $5,716+153.6% | $5,013+189.2% | $6,689+116.7% |
| Admin fee / account holder | $258 | $17,138-98.5% | $10,961-97.6% | $13,390-98.1% |