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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 | $125,265 | $42,910+191.9% | $60,919+105.6% | $68,490+82.9% |
| Participation rate | 85.4% | 66.8%+18.6pp | 73.1%+12.3pp | 67.9%+17.5pp |
| Annual return | -11.24% | -13.99%+2.8pp | 16.96%-28.2pp | -7.85%-3.4pp |
| Employer contribution / active EE | $11,165 | $1,978+464.3% | $2,704+312.9% | $2,597+330.0% |
| Participant deferral / active EE | $4,429 | $2,866+54.6% | $3,814+16.1% | $4,028+10.0% |
| Admin fee / account holder | $209 | $3,104-93.3% | $3,228-93.5% | $5,403-96.1% |