Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS9+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 15 · EIN 95-1411037 3500 WISEMAN BLVD · SAN ANTONIO, TX 78251 | Recordkeeping | $3,519 |
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.
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 | $21,026 | $72,994-71.2% | $120,368-82.5% | $77,671-72.9% |
| Participation rate | 46.0% | 55.2%-9.2pp | 71.9%-25.9pp | 70.6%-24.6pp |
| Annual return | 14.30% | 18.23%-3.9pp | 107.26%-93.0pp | 31.21%-16.9pp |
| Employer contribution / active EE | $853 | $1,793-52.5% | $3,465-75.4% | $2,726-68.7% |
| Participant deferral / active EE | $1,808 | $3,011-40.0% | $4,991-63.8% | $4,648-61.1% |
| Admin fee / account holder | $11 | $658-98.3% | $9,429-99.9% | $430-97.4% |