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 | $6,474 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $38 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,470 | $50,919+219.1% | $155,556+4.4% | $77,762+108.9% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 13.74% | 34.84%-21.1pp | 64.84%-51.1pp | 31.27%-17.5pp |
| Employer contribution / active EE | $5,886 | $1,991+195.5% | $4,675+25.9% | $2,728+115.7% |
| Participant deferral / active EE | $6,729 | $2,824+138.2% | $5,631+19.5% | $4,651+44.7% |
| Admin fee / account holder | $16 | $437-96.4% | $15,885-99.9% | $433-96.4% |