Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,154 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,382 | $49,471-68.9% | $79,583-80.7% | $66,949-77.0% |
| Participation rate | 53.0% | 61.4%-8.4pp | 69.5%-16.5pp | 69.8%-16.8pp |
| Annual return | -17.86% | 84.30%-102.2pp | 0.16%-18.0pp | 1.57%-19.4pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,414-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,679 | $3,160-46.9% | $3,986-57.9% | $4,239-60.4% |
| Admin fee / account holder | $18 | $595-97.0% | $6,835-99.7% | $594-97.0% |