Filed December 19, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,227 | $46,697-39.6% | $117,533-76.0% | $68,486-58.8% |
| Participation rate | 94.6% | 56.8%+37.9pp | 70.6%+24.0pp | 67.9%+26.7pp |
| Annual return | -15.73% | -14.52%-1.2pp | 29.77%-45.5pp | -7.85%-7.9pp |
| Employer contribution / active EE | $660 | $1,506-56.2% | $4,179-84.2% | $2,597-74.6% |
| Participant deferral / active EE | $0 | $2,637-100.0% | $4,072-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $4,023-100.0% | $5,647-100.0% | $5,404-100.0% |