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What's winning? |
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 |
Status
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%
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Yes
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No
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Trend | Analyze | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| I know my participants' retirement goals. |
|
 |
 |
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| Participants are on track to meet their retirement goals. |
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 |
|
 |
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|---|---|---|---|---|---|---|---|
| Participants are contributing to the plan. |
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|
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| Participants are receiving the maximum match. |
 |
|
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| Participants are saving enough for retirement. |
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|
 |
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|---|---|---|---|---|---|---|---|
| Participants are investing for the long term. |
|
 |
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| Participants' equity holdings are diversified. |
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 |
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| Participants are avoiding frequent trades. |
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|
 |
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|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Participants are not taking loans or withdrawals. |
|
 |
|
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| Terminated participants are maintaining the tax-deferred status of their investments. |
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