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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,860 |
CUTTER & COMPANY, INC4 years Service code 27 · EIN 43-1477566 | Advisory (Plan) | $5,242 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,676 | $79,209-5.7% | $102,434-27.1% | $74,459+0.3% |
| Participation rate | 95.2% | 74.8%+20.4pp | 76.5%+18.7pp | 67.2%+28.0pp |
| Annual return | 9.48% | 54.98%-45.5pp | 29.46%-20.0pp | 1369.70%-1360.2pp |
| Employer contribution / active EE | $2,174 | $2,362-8.0% | $3,023-28.1% | $2,626-17.2% |
| Participant deferral / active EE | $2,482 | $4,417-43.8% | $5,055-50.9% | $4,350-42.9% |
| Admin fee / account holder | $56 | $2,002-97.2% | $9,462-99.4% | $1,945-97.1% |