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 Plans » Benchmarking Engine   

Benchmark a 401(k) plan with $1B+ in total assets. See where it stands out, compared to other such plans nearby and nationwide.

DOL EBSA data (6/25/25) on 1,007 401(k)
plans during CY 2023 that filed a Schedule H
and whose total assets are $1B+.
Read underlying reasoning about plan-years.

Unprecedented performance transparency via benchmarking done right.

A sentence is worth 1,000 data.®


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