Plan Averages gives financial advisors instant benchmarking data from 869,889 actual retirement plans filed with the Department of Labor. Select a plan size, balance tier, and optionally filter by state or industry to see real contribution patterns, plan design prevalence, and compliance indicators — all from Form 5500 filings, not modeled estimates.
Median employer and employee contributions per participant, with 25th/75th percentile ranges. See exactly where a plan falls in its peer group.
Auto-enrollment, Roth, loans, and more — adoption rates that update when you filter by state or industry. See how California differs from Texas, or Healthcare from Construction.
Select a state or industry to see a dedicated comparison card with up/down arrows showing how that segment differs from the national average on every metric.
Click AI Analysis for a personalized narrative that interprets the numbers, highlights opportunities, and suggests how to position benchmarks in prospect meetings.