Sample Analysis

Our BenchmarkDC report provides you with comprehensive, rigorous analysis.  Below are some sample excerpts from our report.

 

 

Overall Plan Success

The overall plan success measures enable you to see at a glance how your plan performance compares.

 

Overall Plan Success

 

 

Benchmark Cost Analysis

The benchmark cost analysis shows whether your plan is high or low cost relative to peers together with the reasons why.

 

 

 

 

Investment Option Monitoring

The investment option monitoring section enables you to quickly identify options that need attention.

 

Investment Option Monitoring Detail

 

 

Participant Success

Participant success measures including participation rates, contribution rates and plan design are analyzed in detail.

 

Participation Rates

 

 

Investment Option Detail

The investment option detail includes counts of investment options by type and investment style. The asset mix and returns of target-retirement-date and balanced options is also analyzed in detail.

 

US Target-Retirement-Option Asset Mix