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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $73,965 |
401(K) ADVISORS INC5 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $54,728 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,110 | $73,638+88.9% | $108,405+28.3% | $79,389+75.2% |
| Participation rate | 92.1% | 77.4%+14.8pp | 80.1%+12.0pp | 70.7%+21.4pp |
| Annual return | 18.81% | 33.27%-14.5pp | 905.55%-886.7pp | 116.89%-98.1pp |
| Employer contribution / active EE | $3,074 | $2,397+28.2% | $3,559-13.6% | $2,428+26.6% |
| Participant deferral / active EE | $7,549 | $6,218+21.4% | $6,563+15.0% | $4,046+86.6% |
| Admin fee / account holder | $477 | $638-25.2% | $7,297-93.5% | $626-23.8% |