Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,277 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,387 | $64,705-90.1% | $62,929-89.9% | $67,986-90.6% |
| Participation rate | 72.9% | 65.6%+7.3pp | 73.1%-0.2pp | 57.2%+15.7pp |
| Annual return | 12.57% | 20.31%-7.7pp | 1063.93%-1051.4pp | 31.67%-19.1pp |
| Employer contribution / active EE | $0 | $2,376-100.0% | $2,505-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $976 | $3,198-69.5% | $3,888-74.9% | $3,358-70.9% |
| Admin fee / account holder | $100 | $1,428-93.0% | $5,065-98.0% | $3,203-96.9% |