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 FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,122 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,674 | $110,483-27.9% | $145,433-45.2% | $79,6340% |
| Participation rate | 69.6% | 71.1%-1.5pp | 82.1%-12.5pp | 62.5%+7.1pp |
| Annual return | 17.56% | 24.62%-7.1pp | 66.58%-49.0pp | 36.46%-18.9pp |
| Employer contribution / active EE | $751 | $4,053-81.5% | $4,554-83.5% | $2,529-70.3% |
| Participant deferral / active EE | $5,957 | $7,216-17.5% | $7,897-24.6% | $3,835+55.3% |
| Admin fee / account holder | $9 | $680-98.7% | $13,129-99.9% | $1,002-99.1% |