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 year Service code 64 · EIN 95-6817943 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,205 | $56,894-43.4% | $84,753-62.0% | $62,881-48.8% |
| Participation rate | 63.3% | 68.5%-5.2pp | 76.6%-13.3pp | 69.3%-6.0pp |
| Annual return | 6.59% | 6.30%+0.3pp | 22.78%-16.2pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,110 | $2,400-53.7% | $3,574-68.9% | $2,281-51.3% |
| Participant deferral / active EE | $2,887 | $2,709+6.6% | $3,712-22.2% | $3,203-9.9% |
| Admin fee / account holder | $30 | $3,581-99.2% | $5,333-99.4% | $4,296-99.3% |