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 |
|---|---|---|
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $3,543 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 23693 NETWORK PL · CHICAGO, IL 606731236 | Contract Administrator | $2,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,498 | $65,084-36.2% | $67,681-38.7% | $64,340-35.5% |
| Participation rate | 52.6% | 66.7%-14.2pp | 73.7%-21.2pp | 55.2%-2.7pp |
| Annual return | 15.79% | 20.50%-4.7pp | 590.58%-574.8pp | 24.14%-8.4pp |
| Employer contribution / active EE | $1,275 | $2,398-46.8% | $2,678-52.4% | $1,862-31.5% |
| Participant deferral / active EE | $2,865 | $3,210-10.8% | $3,976-27.9% | $2,980-3.9% |
| Admin fee / account holder | $23 | $1,415-98.3% | $6,100-99.6% | $3,703-99.4% |