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 |
|---|---|---|
RBC WEALTH MANAGEMENT7+ years Filed as: RBC CAPITAL MARKETS LLC Service code 49 | Other Services | $18,522 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $900 |
RBC WEALTH MANAGEMENT5 years Filed as: RBC CAPITAL MARKETS Service code 49 · EIN 41-1416330 | Other Services | $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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,051 | $144,879-72.4% | $111,319-64.0% | $93,010-56.9% |
| Participation rate | 12.4% | 86.1%-73.7pp | 77.3%-64.9pp | 73.9%-61.5pp |
| Annual return | 32.48% | 18.11%+14.4pp | 54.68%-22.2pp | 158.70%-126.2pp |
| Employer contribution / active EE | $0 | $3,052-100.0% | $2,732-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $192 | $5,576-96.6% | $4,488-95.7% | $4,561-95.8% |
| Admin fee / account holder | $4 | $104-96.0% | $7,966-99.9% | $152-97.3% |