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.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $25,271 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,599 | $99,957+10.6% | $149,730-26.1% | $73,493+50.5% |
| Participation rate | 81.4% | 75.7%+5.7pp | 82.5%-1.1pp | 70.7%+10.7pp |
| Annual return | 19.27% | 53.87%-34.6pp | 276.70%-257.4pp | 28.51%-9.2pp |
| Employer contribution / active EE | $2,758 | $3,191-13.6% | $4,645-40.6% | $2,270+21.5% |
| Participant deferral / active EE | $8,221 | $6,073+35.4% | $6,843+20.1% | $3,740+119.8% |
| Admin fee / account holder | $156 | $551-71.6% | $9,310-98.3% | $513-69.6% |