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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 | $125,237+53.2% | $105,608+81.7% | $145,877+31.6% |
| Participation rate | 84.6% | 77.7%+7.0pp | 75.3%+9.3pp | 80.3%+4.3pp |
| Annual return | 11.78% | 225.76%-214.0pp | 116.50%-104.7pp | 551.28%-539.5pp |
| Employer contribution / active EE | $15,900 | $3,720+327.4% | $3,167+402.1% | $4,663+241.0% |
| Participant deferral / active EE | $14,495 | $5,711+153.8% | $5,010+189.3% | $6,691+116.6% |
| Admin fee / account holder | $258 | $17,287-98.5% | $11,028-97.7% | $13,402-98.1% |