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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,217 |
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 | $58,271 | $64,909-10.2% | $82,312-29.2% | $62,293-6.5% |
| Participation rate | 98.4% | 74.9%+23.5pp | 76.9%+21.5pp | 69.5%+28.9pp |
| Annual return | 18.29% | 21.18%-2.9pp | 25.88%-7.6pp | 28.90%-10.6pp |
| Employer contribution / active EE | $3,197 | $1,676+90.8% | $2,428+31.7% | $2,042+56.6% |
| Participant deferral / active EE | $3,952 | $3,103+27.4% | $3,706+6.6% | $3,169+24.7% |
| Admin fee / account holder | $6 | $440-98.6% | $5,608-99.9% | $479-98.7% |