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 FUNDS2 years Filed as: CAPITAL RESEARCH AND MANANGEMENT CO Service code 25 · EIN 95-1411037 | Directed Trustee | $1,620 |
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 | $21,226 | $46,173-54.0% | $170,435-87.5% | $69,631-69.5% |
| Participation rate | 28.6% | 63.9%-35.3pp | 83.6%-55.0pp | 70.7%-42.1pp |
| Annual return | 19.41% | 21.62%-2.2pp | 205.94%-186.5pp | 27571.02%-27551.6pp |
| Employer contribution / active EE | $444 | $1,610-72.4% | $5,432-91.8% | $2,032-78.1% |
| Participant deferral / active EE | $812 | $2,080-61.0% | $4,939-83.6% | $3,224-74.8% |
| Admin fee / account holder | $6 | $116-94.8% | $13,881-100.0% | $110-94.5% |