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.7 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $30,351 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,206 | $106,110+16.1% | $147,005-16.2% | $77,671+58.6% |
| Participation rate | 44.3% | 78.4%-34.1pp | 82.2%-37.9pp | 70.6%-26.3pp |
| Annual return | 16.50% | 56.77%-40.3pp | 418.76%-402.3pp | 31.21%-14.7pp |
| Employer contribution / active EE | $1,605 | $4,065-60.5% | $4,934-67.5% | $2,726-41.1% |
| Participant deferral / active EE | $5,095 | $7,992-36.2% | $8,070-36.9% | $4,648+9.6% |
| Admin fee / account holder | $160 | $338-52.6% | $13,006-98.8% | $430-62.8% |