
Plan Scorecards
Plan Scorecards are a quick-reference numerical guide to a plan’s performance. They give you a window into how a plan is faring against the competition in terms of rate of return, participation rate, average contributions, and other key metrics. For each variable, Plan Scorecards include an actual value and a rank out of 100 (the percentage of other plans it outperformed). The Plan Score Barometer compares a plan’s score to the state average, industry average, and plans with similar asset and participant sizes.