Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $662 |
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 | $28,296 | $43,344-34.7% | $59,899-52.8% | $64,173-55.9% |
| Participation rate | 50.7% | 69.2%-18.5pp | 74.7%-24.0pp | 69.6%-18.9pp |
| Annual return | -6.82% | -1.55%-5.3pp | 3.46%-10.3pp | 7.63%-14.5pp |
| Employer contribution / active EE | $2,111 | $2,030+4.0% | $2,723-22.5% | $2,381-11.3% |
| Participant deferral / active EE | $3,806 | $2,547+49.4% | $3,402+11.9% | $3,470+9.7% |
| Admin fee / account holder | $7 | $3,008-99.8% | $3,592-99.8% | $4,887-99.8% |