Colleagues talking about Performance-Based Benchmarking

Performance-Based Benchmarking

We are the only resource for meaningful, performance-based benchmarking of 401(k) plans. Focusing on fees alone is just skimming the surface. Our reports take a deeper dive in order to answer an equally important question: How does a plan stack up against its competitors? With Complete Plan Review, you’ll know exactly how a plan is over- or underperforming its peers, and by how much. It’s a whole new way to look at plans and the opportunities that surround them.

Customized for You, Compiled By Hand

A Complete Plan Review always starts with you. From the outset, we work with our clients to establish a tightly controlled peer group that will yield the most telling data, as well as up to 10 head-to-head comparisons with specific competing plan sponsors. Every single report is carefully compiled by our analysts.

Data in Context

The 5500 Form is a great tool for understanding the particulars of any 401(k) plan, but without the benefit of the larger context, there’s only so much you can really know. Complete Plan Review doesn’t just give you the numbers (including many that need to be painstakingly compiled by hand), it tells you what they mean.

From the Big Picture to the Finest Details

Complete Plan Review represents the deepest dive possible into a plan’s performance. Assets and Contributions and Plan Performance heat maps are snap reference guides to areas of strength and weakness. Comparative charts and tables serve to give you the deepest understanding of a plan’s stature within the sponsor’s industry on a metric-by-metric level. Finally, the Head to Head portion of the report measures plans on the most pointed, granular level, directly comparing a sponsor’s plan with those of its biggest competitors.

Retirement plan with graphs and glasses on desk

Ask Us What We Can Do For You

For the ultimate edge in prospecting, use your Judy Diamond subscription in conjunction with this report to deliver a unique and compelling presentation.

For more information on a Complete Plan Review for your firm, please complete this form or for immediate assistance, please call 800.231.0669, option 1 or email [email protected].

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