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.8+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $14,827 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,430 | $82,674-28.1% | $125,363-52.6% | $68,495-13.2% |
| Participation rate | 70.9% | 75.0%-4.1pp | 82.4%-11.4pp | 67.9%+3.0pp |
| Annual return | -19.49% | -5.97%-13.5pp | 572.15%-591.6pp | -7.84%-11.7pp |
| Employer contribution / active EE | $2,857 | $3,382-15.5% | $4,815-40.7% | $2,596+10.0% |
| Participant deferral / active EE | $6,542 | $6,111+7.1% | $7,447-12.2% | $4,028+62.4% |
| Admin fee / account holder | $145 | $6,276-97.7% | $10,005-98.5% | $5,403-97.3% |