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 |
|---|---|---|
Filed as: PRINCIPAL Service code 21 · EIN 42-0127290 | Bank Trustee | $5,720 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $16,302 | $84,499-80.7% | $125,391-87.0% | $66,949-75.7% |
| Participation rate | 98.8% | 76.4%+22.3pp | 82.4%+16.4pp | 69.8%+28.9pp |
| Annual return | 11.37% | -8.49%+19.9pp | 572.41%-561.0pp | 1.57%+9.8pp |
| Employer contribution / active EE | $4,953 | $3,554+39.4% | $4,816+2.9% | $2,545+94.6% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $30 | $685-95.6% | $10,009-99.7% | $594-94.9% |