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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $14,108 |
THE RETIREMENT ADVANTAGE INC2 years Service code 13 600 S NICOLET RD · APPLETON, WI 54914 | Contract Administrator | $4,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,815 | $93,598-83.1% | $135,974-88.4% | $75,173-79.0% |
| Participation rate | 51.1% | 75.2%-24.1pp | 81.9%-30.8pp | 67.2%-16.1pp |
| Annual return | 17.19% | 30.89%-13.7pp | 68.30%-51.1pp | 160.72%-143.5pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,366 | $6,405-16.2% | $7,760-30.9% | $4,126+30.0% |
| Admin fee / account holder | $120 | $6,978-98.3% | $10,767-98.9% | $5,651-97.9% |