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 |
|---|---|---|
Service code 27 | Advisory (Plan) | $11,184 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,899 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,876 | $101,672-84.4% | $147,117-89.2% | $74,478-78.7% |
| Participation rate | 69.5% | 75.5%-6.1pp | 82.2%-12.7pp | 67.2%+2.3pp |
| Annual return | 13.46% | 8757.83%-8744.4pp | 420.54%-407.1pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $1,818 | $3,813-52.3% | $4,932-63.1% | $2,626-30.8% |
| Participant deferral / active EE | $3,613 | $7,305-50.5% | $8,065-55.2% | $4,350-17.0% |
| Admin fee / account holder | $110 | $1,753-93.7% | $12,993-99.2% | $1,946-94.3% |