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 JONES6 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $27,889 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,486 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,218 | $87,465+14.6% | $122,979-18.5% | $65,306+53.5% |
| Participation rate | 71.0% | 66.0%+5.0pp | 77.2%-6.2pp | 57.7%+13.4pp |
| Annual return | 13.02% | 19.76%-6.7pp | 20.12%-7.1pp | 21.94%-8.9pp |
| Employer contribution / active EE | $2,015 | $2,156-6.5% | $3,062-34.2% | $1,967+2.4% |
| Participant deferral / active EE | $4,805 | $3,705+29.7% | $5,003-4.0% | $2,959+62.4% |
| Admin fee / account holder | $262 | $5,100-94.9% | $12,864-98.0% | $3,480-92.5% |