Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $6,818 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,583 | $99,957-11.4% | $149,745-40.8% | $73,497+20.5% |
| Participation rate | 93.0% | 75.7%+17.3pp | 82.5%+10.5pp | 70.7%+22.3pp |
| Annual return | 29.80% | 53.87%-24.1pp | 276.72%-246.9pp | 28.51%+1.3pp |
| Employer contribution / active EE | $3,336 | $3,191+4.5% | $4,646-28.2% | $2,270+47.0% |
| Participant deferral / active EE | $6,620 | $6,073+9.0% | $6,843-3.3% | $3,740+77.0% |
| Admin fee / account holder | $2,831 | $551+414.1% | $9,312-69.6% | $513+451.8% |