Filed April 3, 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 | $149,343 | $129,737+15.1% | $119,126+25.4% | $154,746-3.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 17.61% | 379.08%-361.5pp | 282.11%-264.5pp | 172.34%-154.7pp |
| Employer contribution / active EE | $12,233 | $4,375+179.6% | $4,034+203.3% | $4,379+179.4% |
| Participant deferral / active EE | $8,983 | $5,842+53.8% | $5,318+68.9% | $6,730+33.5% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |