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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $364,147 | $183,592+98.3% | $155,574+134.1% | $145,877+149.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.72% | 61.37%-43.7pp | 64.87%-47.1pp | 551.28%-533.6pp |
| Employer contribution / active EE | $23,809 | $5,317+347.8% | $4,676+409.2% | $4,663+410.6% |
| Participant deferral / active EE | $30,500 | $6,466+371.7% | $5,629+441.8% | $6,691+355.9% |
| Admin fee / account holder | $92 | $19,316-99.5% | $15,914-99.4% | $13,402-99.3% |