Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $15,647 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $465 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,701 | $76,112-78.1% | $96,534-82.7% | $71,511-76.6% |
| Participation rate | 78.4% | 74.4%+4.0pp | 76.0%+2.5pp | 67.9%+10.5pp |
| Annual return | 17.76% | 22.81%-5.0pp | 25.88%-8.1pp | 28.86%-11.1pp |
| Employer contribution / active EE | $1,802 | $2,248-19.8% | $2,965-39.2% | $2,589-30.4% |
| Participant deferral / active EE | $3,142 | $4,217-25.5% | $4,851-35.2% | $4,291-26.8% |
| Admin fee / account holder | $145 | $2,708-94.6% | $8,253-98.2% | $1,588-90.9% |