Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,393 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,080 | $62,581-18.4% | $124,694-59.0% | $86,828-41.2% |
| Participation rate | 59.6% | 56.9%+2.7pp | 74.6%-15.0pp | 72.3%-12.7pp |
| Annual return | 27.94% | 26.67%+1.3pp | 5144.82%-5116.9pp | 97.95%-70.0pp |
| Employer contribution / active EE | $0 | $1,604-100.0% | $3,325-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $1,260 | $2,725-53.8% | $4,615-72.7% | $4,132-69.5% |
| Admin fee / account holder | $12 | $170-93.1% | $7,495-99.8% | $170-93.1% |