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.
| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST2 years Filed as: WILMINGTON TRUST, N.A. Service code 27 1100 NORTH MARKET ST · WILMINGTON, DE 19801 | Advisory (Plan) | $54,511 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $47,350 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,682 | $89,093+44.4% | $102,434+25.6% | $77,736+65.5% |
| Participation rate | 89.9% | 80.9%+8.9pp | 76.5%+13.4pp | 70.6%+19.3pp |
| Annual return | 15.57% | 25.03%-9.5pp | 29.46%-13.9pp | 31.26%-15.7pp |
| Employer contribution / active EE | $998 | $2,699-63.0% | $3,023-67.0% | $2,728-63.4% |
| Participant deferral / active EE | $7,927 | $5,147+54.0% | $5,055+56.8% | $4,651+70.4% |
| Admin fee / account holder | $218 | $236-7.7% | $9,462-97.7% | $433-49.8% |