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 FUNDS3 years 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 | $26,438 | $57,352-53.9% | $83,831-68.5% | $64,173-58.8% |
| Participation rate | 66.2% | 68.6%-2.5pp | 76.1%-10.0pp | 69.6%-3.4pp |
| Annual return | -6.02% | 11.38%-17.4pp | 850.99%-857.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,168 | $2,546-54.1% | $3,631-67.8% | $2,381-50.9% |
| Participant deferral / active EE | $3,523 | $2,993+17.7% | $4,082-13.7% | $3,470+1.5% |
| Admin fee / account holder | $18 | $4,046-99.6% | $5,479-99.7% | $4,887-99.6% |