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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,525 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $998 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,009 | $79,181+131.1% | $102,423+78.7% | $74,429+145.9% |
| Participation rate | 95.3% | 74.8%+20.6pp | 76.5%+18.8pp | 67.2%+28.1pp |
| Annual return | 16.05% | 54.97%-38.9pp | 29.42%-13.4pp | 1368.38%-1352.3pp |
| Employer contribution / active EE | $5,753 | $2,362+143.6% | $3,023+90.3% | $2,625+119.2% |
| Participant deferral / active EE | $11,419 | $4,416+158.6% | $5,054+125.9% | $4,348+162.6% |
| Admin fee / account holder | $12 | $2,002-99.4% | $9,455-99.9% | $1,944-99.4% |