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 |
|---|---|---|
USI CONSULTING GROUP6+ years Service code 15 · EIN 06-1053228 | Recordkeeping | $2,473 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,760 | $65,322-2.4% | $70,494-9.6% | $73,497-13.2% |
| Participation rate | 73.2% | 77.0%-3.8pp | 75.1%-1.9pp | 70.7%+2.5pp |
| Annual return | 12.81% | 15.71%-2.9pp | 109.16%-96.3pp | 28.51%-15.7pp |
| Employer contribution / active EE | $1,689 | $2,460-31.3% | $2,738-38.3% | $2,270-25.6% |
| Participant deferral / active EE | $3,080 | $3,375-8.7% | $3,711-17.0% | $3,740-17.7% |
| Admin fee / account holder | $6 | $214-97.3% | $3,848-99.9% | $513-98.9% |