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 | $13,346 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $360 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,227 | $50,902-24.9% | $155,534-75.4% | $77,736-50.8% |
| Participation rate | 37.8% | 63.1%-25.3pp | 78.2%-40.4pp | 70.6%-32.8pp |
| Annual return | 14.53% | 34.85%-20.3pp | 64.92%-50.4pp | 31.26%-16.7pp |
| Employer contribution / active EE | $530 | $1,991-73.4% | $4,675-88.7% | $2,728-80.6% |
| Participant deferral / active EE | $1,211 | $2,824-57.1% | $5,630-78.5% | $4,651-74.0% |
| Admin fee / account holder | $79 | $437-82.0% | $15,900-99.5% | $433-81.9% |