Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $3,458 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,865 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,667 | $101,539-29.4% | $147,041-51.3% | $74,400-3.7% |
| Participation rate | 85.6% | 75.5%+10.1pp | 82.2%+3.5pp | 67.2%+18.4pp |
| Annual return | 16.06% | 8740.84%-8724.8pp | 419.21%-403.2pp | 1367.51%-1351.5pp |
| Employer contribution / active EE | $5,707 | $3,811+49.7% | $4,935+15.6% | $2,624+117.5% |
| Participant deferral / active EE | $9,102 | $7,304+24.6% | $8,071+12.8% | $4,348+109.3% |
| Admin fee / account holder | $23 | $1,749-98.7% | $13,006-99.8% | $1,944-98.8% |