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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,504 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,314 | $45,126-90.4% | $85,187-94.9% | $74,459-94.2% |
| Participation rate | 84.8% | 49.4%+35.5pp | 67.5%+17.3pp | 67.2%+17.6pp |
| Annual return | 11.96% | 26.30%-14.3pp | 66.67%-54.7pp | 1369.70%-1357.7pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,732-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,163 | $2,738-57.5% | $4,525-74.3% | $4,350-73.3% |
| Admin fee / account holder | $127 | $2,212-94.2% | $6,162-97.9% | $1,945-93.4% |