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 |
|---|---|---|
Service code 13 | Contract Administrator | $2,940 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 | Recordkeeping Fees | $1,225 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,429 | $61,391+19.6% | $149,723-51.0% | $71,529+2.7% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 66.10% | 35.88%+30.2pp | 134.50%-68.4pp | 28.97%+37.1pp |
| Employer contribution / active EE | $5,509 | $2,384+131.1% | $4,821+14.3% | $2,590+112.7% |
| Participant deferral / active EE | $9,073 | $2,921+210.6% | $5,682+59.7% | $4,291+111.4% |
| Admin fee / account holder | $78 | $1,264-93.8% | $13,215-99.4% | $1,588-95.1% |