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.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $35,077 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,475 | $102,385+13.8% | $147,080-20.8% | $80,935+43.9% |
| Participation rate | 90.0% | 75.9%+14.1pp | 82.2%+7.8pp | 67.7%+22.3pp |
| Annual return | 19.13% | 135.09%-116.0pp | 420.17%-401.0pp | 35.66%-16.5pp |
| Employer contribution / active EE | $4,901 | $3,717+31.9% | $4,933-0.7% | $2,757+77.8% |
| Participant deferral / active EE | $11,403 | $6,651+71.5% | $8,066+41.4% | $4,299+165.2% |
| Admin fee / account holder | $356 | $7,951-95.5% | $12,989-97.3% | $6,924-94.9% |