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 | $79,867+25.5% | $120,344-16.7% | $64,340+55.8% |
| Participation rate | 71.0% | 63.0%+8.1pp | 76.7%-5.7pp | 55.2%+15.8pp |
| Annual return | 13.02% | 21.10%-8.1pp | 20.30%-7.3pp | 24.14%-11.1pp |
| Employer contribution / active EE | $2,015 | $1,925+4.7% | $3,020-33.3% | $1,862+8.2% |
| Participant deferral / active EE | $4,805 | $3,593+33.7% | $5,135-6.4% | $2,980+61.2% |
| Admin fee / account holder | $262 | $5,039-94.8% | $12,742-97.9% | $3,703-92.9% |