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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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,201,454 | $167,353+1813.0% | $143,797+2126.4% | $134,545+2279.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.36% | 0.48%-19.8pp | -0.04%-19.3pp | 418.37%-437.7pp |
| Employer contribution / active EE | $50,833 | $5,620+804.4% | $4,952+926.4% | $4,742+972.1% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |