401(k) scoring

How to read 401(k) plan score rankings

A useful score should answer a practical question without hiding the evidence. That is why the site separates plan health from current benefit quality.

Plan health score

This score uses official filing data: employer money added, reported administrative expenses, participation signals, assets, loans, compliance flags, and peer comparisons. It is best for understanding how the plan has operated historically.

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Current benefit quality

This score uses reviewed current terms: employer match, vesting, eligibility, fees, investment choices, automatic enrollment, and Roth access. It is best for understanding what an employee may experience now.

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What the score does not do

It does not recommend investments, predict returns, or turn missing information into a penalty. If an employer has no reviewed current source for a field, the profile says so rather than guessing.

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