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 GROUP11+ years Service code 12 · EIN 06-1053228 | Consulting (pension); Finders' fees /... | $1,684 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,436 | $58,627-89.0% | $76,735-91.6% | $82,448-92.2% |
| Participation rate | 79.5% | 63.2%+16.3pp | 69.5%+10.0pp | 68.1%+11.4pp |
| Annual return | 11.98% | 39.10%-27.1pp | 29.77%-17.8pp | 41.64%-29.7pp |
| Employer contribution / active EE | $1,972 | $1,729+14.1% | $2,454-19.6% | $2,551-22.7% |
| Participant deferral / active EE | $3,267 | $3,134+4.3% | $4,088-20.1% | $4,139-21.1% |
| Admin fee / account holder | $7 | $5,323-99.9% | $7,189-99.9% | $7,234-99.9% |