Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,172 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,807 | $46,688-70.4% | $189,758-92.7% | $69,733-80.2% |
| Participation rate | 96.8% | 61.7%+35.1pp | 79.8%+17.0pp | 62.5%+34.4pp |
| Annual return | 0.00% | 14.35%-14.4pp | 52.62%-52.6pp | 15.22%-15.2pp |
| Employer contribution / active EE | $1,809 | $1,695+6.7% | $4,767-62.0% | $2,250-19.6% |
| Participant deferral / active EE | $1,826 | $2,143-14.8% | $5,856-68.8% | $3,054-40.2% |
| Admin fee / account holder | $38 | $1,700-97.8% | $20,388-99.8% | $3,102-98.8% |