Retirement Plan Benchmarks

Do you know how your retirement plan is measuring up? Regular evaluation can help make sure a plan is meeting established goals and putting participants on the path to retirement readiness. Another important evaluation tool is seeing how a plan stacks up by comparing it against relative benchmarks.

Sometimes, though, that is easier said than done. With the sheer volume of statistics and surveys, it can be difficult and time-consuming to find the data you’re looking for. Our recent Perspectives publication puts the information you need in a convenient, user-friendly package and includes data from the most recent studies on retirement plans and the recordkeeping industry. The data, categorized by topic, allows you to see where your plan stands relative to others. These benchmarks can also help you to identify potential changes you may wish to implement.

We encourage you to take a few minutes to review the information in our Perspectives brochure.