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 | $712 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,929 | $64,138+48.0% | $112,258-15.4% | $66,930+41.8% |
| Participation rate | 95.4% | 68.5%+26.9pp | 75.1%+20.3pp | 69.8%+25.6pp |
| Annual return | -19.02% | -13.81%-5.2pp | 27.47%-46.5pp | 1.57%-20.6pp |
| Employer contribution / active EE | $2,677 | $3,006-11.0% | $3,636-26.4% | $2,545+5.2% |
| Participant deferral / active EE | $8,524 | $3,694+130.7% | $4,728+80.3% | $4,238+101.1% |
| Admin fee / account holder | $135 | $625-78.4% | $6,411-97.9% | $593-77.2% |