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 FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,650 |
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 | $88,201 | $89,067-1.0% | $102,423-13.9% | $77,714+13.5% |
| Participation rate | 68.8% | 80.9%-12.1pp | 76.5%-7.7pp | 70.6%-1.8pp |
| Annual return | 17.26% | 25.01%-7.8pp | 29.42%-12.2pp | 31.26%-14.0pp |
| Employer contribution / active EE | $1,398 | $2,699-48.2% | $3,023-53.7% | $2,727-48.7% |
| Participant deferral / active EE | $4,165 | $5,147-19.1% | $5,054-17.6% | $4,649-10.4% |
| Admin fee / account holder | $20 | $236-91.6% | $9,455-99.8% | $433-95.5% |