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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 | $139,325 | $46,599+199.0% | $64,101+117.4% | $75,173+85.3% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 13.94% | 26.06%-12.1pp | 33.72%-19.8pp | 160.72%-146.8pp |
| Employer contribution / active EE | $13,173 | $1,975+566.9% | $2,749+379.3% | $2,671+393.2% |
| Participant deferral / active EE | $6,002 | $2,837+111.6% | $3,881+54.7% | $4,126+45.5% |
| Admin fee / account holder | $176 | $2,956-94.0% | $3,070-94.3% | $5,651-96.9% |