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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $28,578 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,059 | $61,356+2.8% | $149,696-57.9% | $71,511-11.8% |
| Participation rate | 88.4% | 62.5%+25.9pp | 78.8%+9.7pp | 67.9%+20.5pp |
| Annual return | 13.84% | 35.86%-22.0pp | 134.46%-120.6pp | 28.86%-15.0pp |
| Employer contribution / active EE | $1,314 | $2,382-44.8% | $4,821-72.7% | $2,589-49.2% |
| Participant deferral / active EE | $4,327 | $2,920+48.2% | $5,682-23.8% | $4,291+0.9% |
| Admin fee / account holder | $150 | $1,263-88.1% | $13,212-98.9% | $1,588-90.6% |