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 | $38,770 |
CETERA ADVISOR NETWORKS LLC10+ years Service code 49 · EIN 95-3845382 | Other Services | $18,553 |
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 | $39,984 | $60,393-33.8% | $81,820-51.1% | $74,429-46.3% |
| Participation rate | 87.8% | 62.9%+24.9pp | 72.4%+15.4pp | 67.2%+20.6pp |
| Annual return | 6.70% | 16.89%-10.2pp | 777.93%-771.2pp | 1368.38%-1361.7pp |
| Employer contribution / active EE | $1,711 | $2,626-34.8% | $2,915-41.3% | $2,625-34.8% |
| Participant deferral / active EE | $2,464 | $3,397-27.5% | $4,323-43.0% | $4,348-43.3% |
| Admin fee / account holder | $288 | $1,491-80.6% | $7,391-96.1% | $1,944-85.2% |