401(K) Benchmark Report


As a part of their fiduciary responsibility, plan sponsors need to understand and evaluate how much in fees the plan pays and for what. Moreover, in order to increase the effectiveness of the plan and improve retirement outcomes for plan participants, it's essential for plan sponsors to know and compare average participation and deferral rates, net annualized rate of return, utilization level, and diversification level of the investment menu against their peers.

Our complimentary 401(k) or 403(b) benchmark report is designed to help you satisfy your fiduciary duty, measure a plan's effectiveness, and ensure that you are offering the best plan possible to your employees. The benchmarking report will do an overall well-being checkup of the plan and examine how your retirement plan compares across peer and industry plans.