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.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,087 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,882 | $101,672-54.9% | $147,117-68.8% | $74,478-38.4% |
| Participation rate | 69.4% | 75.5%-6.1pp | 82.2%-12.8pp | 67.2%+2.2pp |
| Annual return | 15.50% | 8757.83%-8742.3pp | 420.54%-405.0pp | 1370.56%-1355.1pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,744 | $7,305-35.1% | $8,065-41.2% | $4,350+9.1% |
| Admin fee / account holder | $67 | $1,753-96.2% | $12,993-99.5% | $1,946-96.5% |