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: NEXT LEVEL WEALTH PLANNING, LLC Service code 27 1817 N LAKES PLACE STE 150 · MERIDIAN, ID 83646 | Advisory (Plan) | $12,117 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,456 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,526 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,114 | $61,338-78.6% | $149,717-91.2% | $71,495-81.7% |
| Participation rate | 25.4% | 62.5%-37.1pp | 78.8%-53.4pp | 67.9%-42.6pp |
| Annual return | 16.90% | 35.86%-19.0pp | 134.41%-117.5pp | 28.85%-12.0pp |
| Employer contribution / active EE | $803 | $2,381-66.3% | $4,820-83.3% | $2,589-69.0% |
| Participant deferral / active EE | $1,171 | $2,919-59.9% | $5,682-79.4% | $4,291-72.7% |
| Admin fee / account holder | $143 | $1,263-88.6% | $13,213-98.9% | $1,588-91.0% |