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 |
|---|---|---|
EDWARD JONES1 year Service code 55 1240 LIBERTY STREET · FRANKLIN, PA 163231322 | Other Commissions | $6,663 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $2,448 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,635 | $63,905-67.7% | $74,184-72.2% | $57,658-64.2% |
| Participation rate | 57.5% | 79.8%-22.3pp | 76.6%-19.2pp | 70.2%-12.8pp |
| Annual return | 6.79% | 60.60%-53.8pp | 17.74%-11.0pp | 5.13%+1.7pp |
| Employer contribution / active EE | $215 | $1,840-88.3% | $2,370-90.9% | $1,974-89.1% |
| Participant deferral / active EE | $1,202 | $3,448-65.1% | $3,550-66.1% | $3,061-60.7% |
| Admin fee / account holder | $12 | $91-86.4% | $5,586-99.8% | $95-86.9% |