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 Service code 15 · EIN 84-0467907 | Recordkeeping | $91,027 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $61,447 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,656 | $92,121+127.6% | $105,591+98.6% | $77,692+169.9% |
| Participation rate | 97.0% | 81.0%+16.0pp | 75.3%+21.7pp | 70.6%+26.4pp |
| Annual return | 13.31% | 17.84%-4.5pp | 116.43%-103.1pp | 31.25%-17.9pp |
| Employer contribution / active EE | $5,041 | $3,370+49.6% | $3,166+59.2% | $2,726+84.9% |
| Participant deferral / active EE | $11,507 | $5,388+113.5% | $5,008+129.7% | $4,648+147.5% |
| Admin fee / account holder | $221 | $219+1.0% | $11,024-98.0% | $431-48.6% |