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 | $10,013 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,808 | $101,591-78.5% | $147,096-85.2% | $74,429-70.7% |
| Participation rate | 98.1% | 75.5%+22.6pp | 82.2%+16.0pp | 67.2%+30.9pp |
| Annual return | 13.78% | 8746.45%-8732.7pp | 419.75%-406.0pp | 1368.38%-1354.6pp |
| Employer contribution / active EE | $1,980 | $3,813-48.1% | $4,936-59.9% | $2,625-24.6% |
| Participant deferral / active EE | $4,910 | $7,302-32.8% | $8,071-39.2% | $4,348+12.9% |
| Admin fee / account holder | $172 | $1,750-90.2% | $13,005-98.7% | $1,944-91.2% |