Retirement Plan Benchmark Reports

These comprehensive reports compare client plans to other plans in the same industry and with the same asset size. They also compare client plans to the DC survey results across all industries. These reports are based on feedback from over 4,300 plan sponsors and include 18 different industries.
Every survey topic is covered in detail:

  • comparisons by asset class
  • comprehensive analysis of dozens of areas of plan design
  • in-depth coverage of 401(k) plan design and investments, including:
    • participation rates
    • investment options
    • company match
    • company stock
    • investment advice
    • online features
    • plan costs/fees
    • advisor services

Please contact us to learn more about Retirement Plan Benchmark Reports.