Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,197 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $8,148 |
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 | $12,186 | $43,749-72.1% | $158,223-92.3% | $65,306-81.3% |
| Participation rate | 83.1% | 56.9%+26.2pp | 79.2%+3.9pp | 57.7%+25.4pp |
| Annual return | 14.06% | 19.41%-5.4pp | 52.09%-38.0pp | 21.94%-7.9pp |
| Employer contribution / active EE | $803 | $1,497-46.4% | $4,109-80.5% | $1,967-59.2% |
| Participant deferral / active EE | $2,609 | $2,019+29.2% | $5,467-52.3% | $2,959-11.8% |
| Admin fee / account holder | $113 | $1,930-94.2% | $16,047-99.3% | $3,480-96.8% |