When comparing plans and reviewing performance, it is important to benchmark the target plan against other 401k plans. Our retirement plan prospecting and data tools make this a snap.
We include benchkmarks and stack ranking with every plan, which compares the plan in focus to other plans based on the entire dataset, the state, the industry, and plans of similar employer size. This allows a more clear eyed view of dimensions of performance across the plan characteristics such as participation rate, return, employer contribution and employee contribution.
See our page on benchmarking 401k plans for more detail about our benchmarking and ranking algorithms.
