Does your retirement plan stack up?
We’ve developed a tool to make it easy to find out how your plan stacks up against industry peers—the Retirement Plan Scorecard.
Request your Personalized Retirement Plan Scorecard
It’s important to do an annual health check on your plan because it’s a key piece of due diligence that helps you prioritize the parts of your plan you may need to address in the coming year. In addition to tips on how to improve your plan, the Retirement Plan Scorecard includes:
Plan Quality Comparison
Your personalized report analyzes six key areas of your plan and shows how it measures up to industry benchmarks.
Overall Plan Score
Calculated as the overall average of the six percentile scores (Participation Rate, Employer Contributions per Participant, Assets per Participant, Participant Contributions per Participant, Plan Growth Rate, Rate of Return).
Plan Feature Analysis
Keep a close eye on important plan characteristics and features for a more thorough understanding of how your plan stacks up.
Request Received!
Your request has been submitted. Someone from our team will reach out to create your personalized Retirement Plan Scorecard.
Get your Retirement Plan Scorecard!
Take a closer look at how your plan is doing.
