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 FUNDS1 year Filed as: CAPITAL RESEARCH AND MANANGEMENT CO Service code 25 · EIN 95-1411037 | Directed Trustee | $162 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,900 | $36,916-56.9% | $156,551-89.8% | $57,658-72.4% |
| Participation rate | 30.4% | 63.4%-33.0pp | 84.0%-53.6pp | 70.2%-39.8pp |
| Annual return | 17.20% | 12.38%+4.8pp | 32.23%-15.0pp | 5.13%+12.1pp |
| Employer contribution / active EE | $458 | $1,571-70.8% | $5,501-91.7% | $1,974-76.8% |
| Participant deferral / active EE | $794 | $1,926-58.8% | $4,871-83.7% | $3,061-74.1% |
| Admin fee / account holder | $23 | $82-71.8% | $13,028-99.8% | $95-75.4% |