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 GROUP10+ years Service code 12 · EIN 06-1053228 | Account maintenance fees; Distributio... | $1,728 |
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 | $5,312 | $55,930-90.5% | $76,089-93.0% | $80,925-93.4% |
| Participation rate | 77.8% | 62.1%+15.7pp | 69.1%+8.7pp | 67.7%+10.1pp |
| Annual return | 14.07% | 20.58%-6.5pp | 360.94%-346.9pp | 35.65%-21.6pp |
| Employer contribution / active EE | $1,922 | $1,866+3.0% | $2,690-28.6% | $2,756-30.3% |
| Participant deferral / active EE | $2,958 | $3,051-3.0% | $4,259-30.5% | $4,299-31.2% |
| Admin fee / account holder | $8 | $5,241-99.8% | $6,418-99.9% | $6,940-99.9% |