Waivz Digital Marketing Project
Bench(k)
Retirement Plan Benchmarking — the newest app in the (k) Suite. Instantly compare any 401(k) in America against its peers using real filing data, five industry research sources, and AI-powered expert analysis.
April 2026 · Prepared for Marketing Team · Powered by waivz.ai · (k) Suite
869,889
Plans Searchable
19
Benchmark Charts
5
Research Sources
<90s
Time to Full Report
Advisor Experience
The 90-Second Benchmark
From search to complete benchmark report — no spreadsheets, no data requests, no waiting.
STEP 01
Search Any Plan
Type a company name, plan name, or EIN. Bench(k) searches across 869,889 plans from Form 5500 filings with live autocomplete.
STEP 02
15 Filing Charts
Plan Rank(k) score, contribution deciles, account balances, plan age, cash flow, feature adoption, compliance flags, asset growth — all vs. peers.
STEP 03
Survey Overlay
Participant behavior, savings trends, and retirement readiness — generational balances, national benchmarks, financial objectives, and participant readiness from Vanguard, American Century, T. Rowe Price, and Empower research.
STEP 04
AI Expert Analysis
Claude AI writes a senior advisor-level narrative with inline numbered citations. Strengths, concerns, peer comparison, actionable recommendations.
STEP 05
Export & Share
PDF and self-contained HTML exports. Branded, shareable reports for committee presentations and prospect meetings.
Search(k) Integration
One-Click Benchmarking
Bench(k) is directly integrated with Search(k). Advisors click one button to generate a full benchmark from any plan they find.
🔍
Search(k)
Advisor finds a plan
📊
Plan Detail
Sees "Open in Bench(k)"
⚡
Auto-Load
Plan pre-loaded via EIN
🤖
AI Fires
Full report + analysis
📄
Export
PDF or HTML download
"I love these graphics and think it would be an even bigger home run if you merged this visual into the Search(k) output."
— Chad Johansen, QKA · Partner & Director of Consulting, Plan Design Consultants
Data Sources
What Powers the Benchmark
Six authoritative data sources — Form 5500 filings plus five industry research studies — unified in a single view. Every chart, every metric, every recommendation traces back to a cited source.
DOL
Form 5500
T. Rowe Price
2025 Global Study
Vanguard
HAS 2025
Fidelity
BFF Q4 2025
Am. Century
12th Annual
Empower
Retirement Research
SourceCoverageWhat It Provides
DOL Form 5500869,889 plans · 2024 plan yearAssets, contributions, participants, plan age, compliance flags, PCC codes, EIN, NAICS, TPA, signer name, distributions, growth
T. Rowe Price 20258,000+ participants · 17 countriesFinancial objectives importance rankings, participant retirement readiness, decumulation concerns, global savings behavior
EmpowerRetirement research dataParticipant behavior trends, savings patterns, retirement readiness metrics, plan design effectiveness research
Vanguard HAS 20255M participants · 1,400 plansSavings rates, auto-enroll adoption, promised match averages, participation rates
Fidelity BFF Q4 202526,200 DC plans · 24.8M participantsGenerational balances, TDF adoption rates, Roth share, total savings rates, loan rates, EE contribution rates, "do it for me" trends — feeds AI analysis and national benchmark metrics
American Century 12th Annual1,500 workers · 500 sponsorsPlan sponsor perspectives, matching contribution prevalence, auto-enrollment adoption and consideration rates
Chart Inventory
19 Benchmark Visualizations
Every chart is interactive, peer-compared, and rendered instantly from the in-browser dataset.
Section 1 — Form 5500 Filing Benchmark (15 charts)
Plan Rank(k)
Score
Employer
Contribution
Participant
Contribution
Account
Balance
Plan
Age
Net Cash
Flow
Contribution
Balance
Auto-
Enrollment
QDIA
Brokerage
Window
Compliance
Record
Employer
Match
Asset
Growth
Controlled
Group
Pre-Approved
Document
Section 2 — Participant Behavior & Savings Trends (4 charts)
Balance by
Generation
National
Benchmarks
Financial
Objectives
Importance
Participant
Readiness
Marketing Angles
Key Messages
Every plan in America, benchmarked in 90 seconds
869,889 plans scored by Plan Rank(k). No spreadsheets, no data requests, no 2-week turnaround.
Five research sources, one unified view
Vanguard, Fidelity, American Century, T. Rowe Price, and Empower research cross-referenced with Form 5500 filing data in a single benchmark.
AI that cites its sources
Claude AI generates expert analysis with numbered inline citations. Every claim links back to a specific survey or filing metric.
Prospect meeting in a new tab
From Search(k), one click generates a complete benchmark. Walk into the meeting with data the prospect has never seen.
Bench(k) · Marketing Overview
April 2026 · Waivz Digital Marketing Project · Confidential — Internal Use Only
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