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 | $37,063 |
BENEFIT FIDUCIARY GROUP LLC6 years Service code 27 · EIN 27-4653554 | Advisory (Plan) | $14,630 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,673 | $43,496-18.0% | $161,489-77.9% | $64,340-44.6% |
| Participation rate | 70.4% | 53.5%+16.9pp | 78.7%-8.3pp | 55.2%+15.1pp |
| Annual return | 11.94% | 20.76%-8.8pp | 89.72%-77.8pp | 24.14%-12.2pp |
| Employer contribution / active EE | $729 | $1,431-49.0% | $4,268-82.9% | $1,862-60.8% |
| Participant deferral / active EE | $1,242 | $1,996-37.8% | $5,630-77.9% | $2,980-58.3% |
| Admin fee / account holder | $222 | $2,330-90.5% | $16,006-98.6% | $3,703-94.0% |