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 FUNDS5 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 333 SOUTH HOPE STREET, 55TH FLOOR · LOS ANGELES, CA 90071 | Recordkeeping | $13,630 |
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 | $22,302 | $39,243-43.2% | $80,784-72.4% | $79,389-71.9% |
| Participation rate | 66.4% | 41.0%+25.4pp | 54.2%+12.2pp | 70.7%-4.3pp |
| Annual return | 13.95% | 98.95%-85.0pp | 87.31%-73.4pp | 116.89%-102.9pp |
| Employer contribution / active EE | $1,647 | $593+177.6% | $1,160+41.9% | $2,428-32.2% |
| Participant deferral / active EE | $770 | $1,262-39.0% | $2,145-64.1% | $4,046-81.0% |
| Admin fee / account holder | $134 | $647-79.3% | $3,380-96.0% | $626-78.7% |