Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SPENCER FANE LLP1+ years Service code 29 · EIN 44-0561981 | Legal | $178 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $3,806 | $33,745-88.7% | $64,105-94.1% | $55,191-93.1% |
| Participation rate | 100.0% | 59.4%+40.6pp | 68.2%+31.8pp | 69.2%+30.8pp |
| Annual return | 0.37% | 4.95%-4.6pp | 791.24%-790.9pp | 10.78%-10.4pp |
| Employer contribution / active EE | $0 | $641-100.0% | $1,820-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $0 | $1,929-100.0% | $2,822-100.0% | $3,046-100.0% |
| Admin fee / account holder | $31 | $94-66.7% | $4,499-99.3% | $91-65.4% |