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 | $5,413 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $85 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,925 | $254,759-90.6% | $216,567-89.0% | $198,609-88.0% |
| Participation rate | 42.9% | 84.5%-41.7pp | 81.6%-38.8pp | 82.4%-39.5pp |
| Annual return | 8.74% | 10.04%-1.3pp | 12.94%-4.2pp | 202.70%-194.0pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $33,412 | $6,948+380.9% | $6,191+439.7% | $6,977+378.9% |
| Admin fee / account holder | $24 | $26,311-99.9% | $21,981-99.9% | $19,030-99.9% |