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 FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 15 · EIN 95-1411037 | Recordkeeping | $2,706 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,885 | $37,117-65.3% | $147,617-91.3% | $55,191-76.7% |
| Participation rate | 81.5% | 63.6%+17.9pp | 84.6%-3.1pp | 69.2%+12.3pp |
| Annual return | 0.56% | 3.44%-2.9pp | 61.98%-61.4pp | 10.78%-10.2pp |
| Employer contribution / active EE | $486 | $1,620-70.0% | $5,564-91.3% | $1,899-74.4% |
| Participant deferral / active EE | $342 | $1,985-82.8% | $4,895-93.0% | $3,046-88.8% |
| Admin fee / account holder | $10 | $86-87.8% | $11,612-99.9% | $91-88.5% |