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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 | $323,111 | $47,766+576.4% | $82,744+290.5% | $64,819+398.5% |
| Participation rate | 88.5% | 67.7%+20.8pp | 72.6%+15.9pp | 71.5%+17.0pp |
| Annual return | 26.37% | -13.06%+39.4pp | 702.22%-675.8pp | 32.84%-6.5pp |
| Employer contribution / active EE | $0 | $2,182-100.0% | $3,008-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $0 | $3,332-100.0% | $4,395-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $143-100.0% | $5,325-100.0% | $188-100.0% |