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 FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,387 |
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 | $77,621 | $86,655-10.4% | $119,615-35.1% | $66,923+16.0% |
| Participation rate | 62.8% | 75.6%-12.8pp | 79.3%-16.5pp | 69.8%-7.0pp |
| Annual return | -16.88% | -8.00%-8.9pp | -14.98%-1.9pp | 1.58%-18.5pp |
| Employer contribution / active EE | $1,589 | $2,536-37.3% | $4,232-62.5% | $2,545-37.5% |
| Participant deferral / active EE | $2,352 | $4,358-46.0% | $5,602-58.0% | $4,237-44.5% |
| Admin fee / account holder | $13 | $755-98.3% | $10,324-99.9% | $593-97.8% |