Benchmarking is one of the most important, but commonly overlooked steps in maintaining a healthy 401(k) plan for you and your employees. Benchmarking is free, easy, and a critical step, to ensure you are avoiding unnecessary costs and fees while staying competitive with your peers.

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Assess Fees: High fees can unnecessarily erode your savings over time. Benchmarking helps you understand if the fees associated with your plan are in line with industry standards.

Evaluate Performance: Compare your investment options and returns with industry benchmarks to see if your plan is delivering competitive performance.

Fulfill Fiduciary Duties: 401(k) fiduciary liability revolves around the responsibility of fiduciaries (often you, the plan sponsor) to act in the best interest of plan participants and manage the plan prudently. Failing in these duties can lead to legal repercussions and financial liability.

Optimize Investment Options: Ensure you have access to highly rated investment options that meet your risk tolerance and investment goals.

Improve Plan Features: Discover if there are additional plan features or benefits available that you could be taking advantage of.

The 401(k) Benchmarking Report is provided for informational purposes only. It is not intended as individualized investment advice or a recommendation. Comparisons are based on publicly available data and/or industry surveys and may not reflect all aspects of your plan. Actual plan performance, features, and costs may vary. Receipt of the report does not create or imply a fiduciary relationship.

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