RESEARCH |
2012
Defined Contribution Survey: Looking to the Stars
For more than a decade, PLANSPONSOR ‘s
annual Defined Contribution Survey has been the most important industry
benchmark, measuring and evaluating 401(k) and other DC providers according to
feedback from their own clients. Dozens of categories…
Reported by PLANSPONSOR
Indutry Stats
Default investment for auto-enrollment
| Default investment for auto-enrollment | |||
|---|---|---|---|
| 2011 | 2012 | Change | |
| Retail target-date fund (active) | 30.4% | 31.1% | 2.4% |
| Retail target-date fund (indexed) | 15.0% | 15.8% | 5.0% |
| Custom target-date fund | 8.5% | 10.0% | 17.9% |
| Risk-based lifestyle fund | 7.1% | 8.0% | 12.7% |
| Balanced fund | 13.6% | 12.8% | -6.1% |
| Managed account | 5.0% | 4.3% | -13.1% |
| Stable value/GIC | 5.5% | 5.7% | 4.2% |
| Money market fund | 7.6% | 6.9% | -9.2% |
| Other | 7.3% | 5.4% | -25.8% |
