Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $64,680 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $21,895 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,816 | $91,621-64.2% | $67,511-51.4% | $77,671-57.8% |
| Participation rate | 79.8% | 76.0%+3.9pp | 72.9%+7.0pp | 70.6%+9.3pp |
| Annual return | 12.21% | 14.87%-2.7pp | 3517.41%-3505.2pp | 31.21%-19.0pp |
| Employer contribution / active EE | $1,111 | $3,184-65.1% | $2,733-59.3% | $2,726-59.2% |
| Participant deferral / active EE | $1,675 | $3,906-57.1% | $4,000-58.1% | $4,648-64.0% |
| Admin fee / account holder | $184 | $176+4.4% | $3,999-95.4% | $430-57.2% |