Plan Averages gives financial advisors instant benchmarking data from 869,889 actual retirement plans filed with the Department of Labor. Instead of modeled estimates from a handful of products, you get real contribution patterns, plan design prevalence, and compliance indicators from the entire Form 5500 universe.
See median employer and employee contributions per participant, with 25th/75th percentile ranges for any plan size and balance tier.
Know what percentage of similar plans offer auto-enrollment, Roth 401(k), participant loans, and other features.
Benchmark corrective distribution rates, bond adequacy, and other compliance markers against your plan's peer group.
Get a personalized narrative analysis of the data you're viewing, with actionable insights for client conversations.