Filed October 15, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,216 | $167,353-76.0% | $143,797-72.0% | $134,545-70.1% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -44.89% | 0.48%-45.4pp | -0.04%-44.9pp | 418.37%-463.3pp |
| Employer contribution / active EE | $3,822 | $5,620-32.0% | $4,952-22.8% | $4,742-19.4% |
| Participant deferral / active EE | $4,556 | $6,447-29.3% | $5,638-19.2% | $6,401-28.8% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |