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 FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,001 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,782 | $30,437-5.4% | $56,033-48.6% | $74,459-61.3% |
| Participation rate | 35.1% | 32.9%+2.3pp | 52.5%-17.3pp | 67.2%-32.1pp |
| Annual return | 13.03% | 24.96%-11.9pp | 1711.38%-1698.3pp | 1369.70%-1356.7pp |
| Employer contribution / active EE | $636 | $610+4.3% | $1,041-38.9% | $2,626-75.8% |
| Participant deferral / active EE | $1,847 | $1,176+57.1% | $1,954-5.5% | $4,350-57.5% |
| Admin fee / account holder | $6 | $2,363-99.8% | $2,827-99.8% | $1,945-99.7% |