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 | $22,637 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,809 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,398 | $101,653+177.8% | $147,080+92.0% | $74,459+279.3% |
| Participation rate | 97.8% | 75.6%+22.2pp | 82.2%+15.6pp | 67.2%+30.6pp |
| Annual return | 12.35% | 8754.98%-8742.6pp | 420.17%-407.8pp | 1369.70%-1357.3pp |
| Employer contribution / active EE | $8,680 | $3,813+127.6% | $4,933+75.9% | $2,626+230.6% |
| Participant deferral / active EE | $8,566 | $7,304+17.3% | $8,066+6.2% | $4,350+96.9% |
| Admin fee / account holder | $150 | $1,752-91.4% | $12,989-98.8% | $1,945-92.3% |