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 |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $37,001 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,980 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $42,967 | $89,465-52.0% | $165,100-74.0% | $77,762-44.7% |
| Participation rate | 46.2% | 78.6%-32.4pp | 78.6%-32.4pp | 70.6%-24.4pp |
| Annual return | 18.59% | 28.86%-10.3pp | 70.21%-51.6pp | 31.27%-12.7pp |
| Employer contribution / active EE | $1,369 | $2,565-46.6% | $4,348-68.5% | $2,728-49.8% |
| Participant deferral / active EE | $2,655 | $4,904-45.9% | $6,035-56.0% | $4,651-42.9% |
| Admin fee / account holder | $105 | $340-69.2% | $12,696-99.2% | $433-75.8% |