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 & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,394 |
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 | $39,638 | $40,264-1.6% | $57,349-30.9% | $59,633-33.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.09% | 27.51%-26.4pp | 24.40%-23.3pp | 2041.40%-2040.3pp |
| Employer contribution / active EE | $1,475 | $1,922-23.2% | $2,689-45.1% | $2,203-33.0% |
| Participant deferral / active EE | $1,799 | $2,400-25.1% | $3,162-43.1% | $3,192-43.6% |
| Admin fee / account holder | $7 | $2,819-99.7% | $3,356-99.8% | $4,297-99.8% |