Plan Review & Benchmark 2026 · Live Intelligence
Plan Review · 2026
Benchmark: All Industries

ABC COMPANY 401(K) PLAN

2026 Plan Review & Benchmark
Avg Contribution
9.30%Your Plan
7.00%Benchmark
Participation
76%Your Plan
71%Benchmark
Avg Acct Balance
$132,348Your Plan
$140,498Benchmark
Full Match
68%Your Plan
75%Benchmark
Avg Loan Balance
$9,865Your Plan
$10,082Benchmark
AI Analysis (k) Suite Intelligence
Analysis generated from your plan data vs. All Industries benchmark Powered by waivz.ai · (k) Suite AI
Financial Objectives Importance
Saving for Retirement in 401k
58%
Managing Day to Day Expenses
56%
Saving For Emergencies
53%
Converting Retirement Assets into Income
40%
Paying Existing Debt
34%
Saving to Purchase Home
29%
Saving for College Expense
25%
Saving to Start a Business
18%
Source: 2025 T. Rowe Price Global Retirement Savers Study

Industry benchmarks: 2025 PLANSPONSOR Defined Contribution Plan Industry Report (Asset International, Inc. / ISS Media Solutions)

Participant behavior norms: Vanguard How America Saves 2025 · Fidelity Building Financial Futures Q4 2025 · American Century 12th Annual Retirement Savers Study

Plan universe: Form 5500 filings for plan year 2024 (via the (k) Suite)

Charts totalling less than 100% reflect survey responses of "unsure."

Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC ("PCIA"), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite #150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness.
Prime Capital Financial · primefinancial.com · 800-493-6226
Powered by waivz.ai · (k) Suite