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 |
|---|---|---|
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $52,669 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,654 | $60,454+322.9% | $81,844+212.4% | $74,459+243.3% |
| Participation rate | 100.0% | 63.0%+37.0pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 20.32% | 16.87%+3.4pp | 778.87%-758.6pp | 1369.70%-1349.4pp |
| Employer contribution / active EE | $31,578 | $2,630+1100.9% | $2,916+982.7% | $2,626+1102.6% |
| Participant deferral / active EE | $17,519 | $3,398+415.5% | $4,323+305.2% | $4,350+302.8% |
| Admin fee / account holder | $310 | $1,490-79.2% | $7,355-95.8% | $1,945-84.0% |