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 | $29,802 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,530 |
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 | $55,277 | $58,911-6.2% | $129,384-57.3% | $77,736-28.9% |
| Participation rate | 47.2% | 59.4%-12.2pp | 69.6%-22.4pp | 70.6%-23.4pp |
| Annual return | 13.05% | 24.75%-11.7pp | 9461.77%-9448.7pp | 31.26%-18.2pp |
| Employer contribution / active EE | $707 | $1,955-63.8% | $4,153-83.0% | $2,728-74.1% |
| Participant deferral / active EE | $2,305 | $3,220-28.4% | $4,166-44.7% | $4,651-50.4% |
| Admin fee / account holder | $144 | $592-75.6% | $7,686-98.1% | $433-66.7% |