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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,105 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $19,600 | $54,573-64.1% | $90,970-78.5% | $73,497-73.3% |
| Participation rate | 28.9% | 61.2%-32.2pp | 69.0%-40.1pp | 70.7%-41.8pp |
| Annual return | 21.72% | 16.69%+5.0pp | 134.60%-112.9pp | 28.51%-6.8pp |
| Employer contribution / active EE | $506 | $991-49.0% | $2,122-76.2% | $2,270-77.7% |
| Participant deferral / active EE | $725 | $2,517-71.2% | $3,373-78.5% | $3,740-80.6% |
| Admin fee / account holder | $138 | $521-73.5% | $5,961-97.7% | $513-73.1% |