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 FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,775 |
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 | $43,112 | $46,173-6.6% | $170,435-74.7% | $69,631-38.1% |
| Participation rate | 31.8% | 63.9%-32.1pp | 83.6%-51.8pp | 70.7%-38.9pp |
| Annual return | 18.19% | 21.62%-3.4pp | 205.94%-187.8pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $306 | $1,610-81.0% | $5,432-94.4% | $2,032-84.9% |
| Participant deferral / active EE | $847 | $2,080-59.3% | $4,939-82.9% | $3,224-73.7% |
| Admin fee / account holder | $11 | $116-90.7% | $13,881-99.9% | $110-90.3% |