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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 | $328,033 | $72,994+349.4% | $120,380+172.5% | $77,692+322.2% |
| Participation rate | 90.0% | 55.2%+34.8pp | 71.9%+18.1pp | 70.6%+19.5pp |
| Annual return | 38.67% | 18.23%+20.4pp | 107.28%-68.6pp | 31.25%+7.4pp |
| Employer contribution / active EE | $0 | $1,793-100.0% | $3,465-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $0 | $3,011-100.0% | $4,992-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $658-100.0% | $9,421-100.0% | $431-100.0% |