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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,053 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,176 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,500 | $78,636-42.1% | $105,607-56.9% | $74,459-38.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 9.53% | 15.96%-6.4pp | 116.11%-106.6pp | 1369.70%-1360.2pp |
| Employer contribution / active EE | $1,446 | $2,523-42.7% | $3,167-54.3% | $2,626-44.9% |
| Participant deferral / active EE | $1,771 | $4,322-59.0% | $5,011-64.7% | $4,350-59.3% |
| Admin fee / account holder | $23 | $2,220-99.0% | $10,958-99.8% | $1,945-98.8% |