Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ years Service code 15 · EIN 96-6817943 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,973 | $63,314-47.9% | $91,004-63.8% | $62,293-47.1% |
| Participation rate | 43.0% | 73.3%-30.4pp | 75.6%-32.6pp | 69.5%-26.5pp |
| Annual return | 12.62% | 21.00%-8.4pp | 4.60%+8.0pp | 28.90%-16.3pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,114 | $2,944-62.2% | $3,548-68.6% | $3,169-64.9% |
| Admin fee / account holder | $21 | $468-95.5% | $5,417-99.6% | $479-95.6% |