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.10+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $22,773 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,878 | $55,457-69.6% | $76,119-77.8% | $77,736-78.3% |
| Participation rate | 35.0% | 63.6%-28.6pp | 69.1%-34.1pp | 70.6%-35.6pp |
| Annual return | 12.93% | 17.09%-4.2pp | 361.25%-348.3pp | 31.26%-18.3pp |
| Employer contribution / active EE | $433 | $1,792-75.8% | $2,693-83.9% | $2,728-84.1% |
| Participant deferral / active EE | $1,370 | $3,454-60.3% | $4,259-67.8% | $4,651-70.5% |
| Admin fee / account holder | $141 | $411-65.7% | $6,421-97.8% | $433-67.5% |