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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $964 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $643 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,069 | $86,919+19.7% | $102,457+1.6% | $80,911+28.6% |
| Participation rate | 93.5% | 72.4%+21.1pp | 76.5%+17.0pp | 67.6%+25.9pp |
| Annual return | 14.35% | 18.90%-4.5pp | 29.41%-15.1pp | 35.63%-21.3pp |
| Employer contribution / active EE | $3,233 | $2,368+36.5% | $3,022+7.0% | $2,756+17.3% |
| Participant deferral / active EE | $6,851 | $4,119+66.3% | $5,054+35.6% | $4,297+59.4% |
| Admin fee / account holder | $61 | $8,049-99.2% | $9,451-99.4% | $6,935-99.1% |