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Retirement Plan Benchmarking

Benchmark Your Retirement Plan

See How Your Plan Compares

Retirement plans are an important benefit for employees and a significant responsibility for employers. Over time, plan costs, investment options, vendor services, and plan design features can drift away from industry standards.

Our benchmarking process provides plan sponsors with a clear, structured review of their plan’s overall health, costs, and design so they can make informed decisions about the future of their program.

Retirement plan benchmarking report example

Why It Matters

Why Benchmark Your Retirement Plan?

Periodic benchmarking helps answer important questions with greater transparency and confidence.

  • Are our plan fees competitive with similar plans?
  • Are participants receiving strong value for the costs they pay?
  • Are our investment options aligned with current best practices?
  • Are there plan design improvements that could strengthen employee outcomes?
  • Are we fulfilling our fiduciary responsibilities as plan sponsors?

Clarity Supports Better Decisions

A benchmarking review provides the transparency needed to evaluate these questions in a structured, educational way. It can help plan sponsors better understand where the plan is performing well and where adjustments may be worth considering over time.


Plan health review report example
Plan Health Review

Plan Health Review & Assessment

A well-designed retirement plan balances regulatory compliance, competitive benefits, and long-term participant success.

Our Plan Health Review evaluates how your plan aligns with industry best practices and highlights opportunities for improvement.

  • Investment menu structure and diversification
  • Plan design features such as auto enrollment and auto escalation
  • Participant engagement and education resources
  • Fiduciary governance and oversight practices
  • Administrative efficiency and vendor coordination

The goal is not simply to review the plan, but to identify practical opportunities to strengthen it over time.


Cost Review

Vendor Cost Management & Benchmarking

Our benchmarking process breaks down the total cost structure of your plan and compares it to industry and marketplace benchmarks.

This analysis helps plan sponsors understand:

  • Total plan costs and how they are allocated
  • Whether fees are competitive within the marketplace
  • Opportunities for cost efficiencies
  • Whether participants are receiving strong value for the services provided

Why fee transparency matters

Fee transparency has become an important part of fiduciary oversight, and benchmarking provides a structured way to evaluate that responsibility. Understanding costs in context can help employers make more informed decisions about plan oversight and participant value.


What You Receive

A Clear and Actionable Benchmarking Report

After completing the benchmarking request, our team prepares a Plan Benchmarking & Health Assessment Report designed to provide clear insights and actionable information.

Cost Breakdown

A detailed view of your plan’s cost structure and how fees are allocated.

Benchmark Comparisons

Comparison to industry benchmarking data for similar plans in the marketplace.

Investment Review

Evaluation of investment menu structure, diversification, and alignment with best practices.

Plan Design Review

Review of plan design features and other areas that may support stronger participant outcomes.

Participant Insights

Observations related to participant engagement, education, and overall plan effectiveness.

Opportunities for Review

A balanced view of where the plan appears strong and where further review may be worthwhile.

Get Your Benchmarking Report

Simple Process

A Simple Process to Get Started

The benchmarking process begins with a short information request about your current retirement plan. Most of the information can be gathered directly from your most recent plan documents or fee disclosures.

Once submitted, our team will review the information and begin preparing your benchmarking report.

1

Complete the Form

Submit a short request form with key information about your current retirement plan.

2

We Review the Details

Our team evaluates the information provided and compares your plan to relevant marketplace benchmarks.

3

Receive Your Report

You receive a structured benchmarking and health assessment report designed to support informed decision-making.

This process is designed to be straightforward and informational, giving you valuable insight into how your plan compares within the broader retirement plan marketplace.


Complete the Benchmarking Request Form

Provide a few details about your retirement plan to begin the review process.