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.1+ years Service code 15 · EIN 16-1124166 | Recordkeeping | $1,146 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,775 | $39,245-47.1% | $64,105-67.6% | $52,331-60.3% |
| Participation rate | 26.0% | 58.2%-32.2pp | 68.2%-42.1pp | 68.1%-42.1pp |
| Annual return | -0.96% | 14.79%-15.8pp | 791.24%-792.2pp | 4.54%-5.5pp |
| Employer contribution / active EE | $236 | $736-67.9% | $1,820-87.0% | $1,882-87.4% |
| Participant deferral / active EE | $560 | $1,992-71.9% | $2,822-80.1% | $3,022-81.5% |
| Admin fee / account holder | $33 | $592-94.5% | $4,499-99.3% | $592-94.5% |