Filed January 9, 2026
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,331 | $67,602-6.3% | $82,312-23.1% | $70,126-9.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.71% | 21.57%-1.9pp | 25.88%-6.2pp | 73.15%-53.4pp |
| Employer contribution / active EE | $562 | $1,755-68.0% | $2,428-76.8% | $2,343-76.0% |
| Participant deferral / active EE | $1,543 | $2,987-48.4% | $3,706-58.4% | $3,332-53.7% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |