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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,718 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,351 | $65,820-94.9% | $108,745-96.9% | $57,658-94.2% |
| Participation rate | 11.4% | 72.7%-61.3pp | 77.7%-66.3pp | 70.2%-58.8pp |
| Annual return | 11.49% | 21.32%-9.8pp | 46.22%-34.7pp | 5.13%+6.4pp |
| Employer contribution / active EE | $0 | $2,285-100.0% | $3,323-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $357 | $3,578-90.0% | $5,121-93.0% | $3,061-88.3% |
| Admin fee / account holder | $48 | $91-47.6% | $6,144-99.2% | $95-49.5% |