Filed February 12, 2026
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,381 | $165,381-58.7% | $149,730-54.3% | $158,966-57.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.13% | 348.29%-329.2pp | 276.70%-257.6pp | 302.95%-283.8pp |
| Employer contribution / active EE | $4,217 | $5,104-17.4% | $4,645-9.2% | $4,762-11.5% |
| Participant deferral / active EE | $16,735 | $7,182+133.0% | $6,843+144.6% | $5,983+179.7% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |