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 |
|---|---|---|
S B H U LIFE AGENCY INC11+ years Service code 49 · EIN 13-2896238 | Other Services | $1,406 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,350 |
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 | $78,270 | $80,705-3.0% | $115,768-32.4% | $67,986+15.1% |
| Participation rate | 85.3% | 63.0%+22.4pp | 74.4%+10.9pp | 57.2%+28.1pp |
| Annual return | 12.21% | 18.49%-6.3pp | 100.46%-88.2pp | 31.67%-19.5pp |
| Employer contribution / active EE | $6,422 | $2,046+213.8% | $2,940+118.4% | $2,019+218.1% |
| Participant deferral / active EE | $0 | $3,559-100.0% | $4,917-100.0% | $3,358-100.0% |
| Admin fee / account holder | $8 | $4,135-99.8% | $12,439-99.9% | $3,203-99.7% |