DC Survey: Plan Benchmarking


The data that follows summarizes the adoption/use of select plan features/policies from the 2017 PLANSPONSOR Defined Contribution (DC) Survey. The survey was fielded from mid-September 2017 to early-November 2017 and gathered more than 4,000 responses from plans of all sizes; 36% of responses were from plans with less than $5 million in plan assets while 21% were from plans with more than $200 million in assets. Insight/Trends from the survey are meant to support existing plan governance processes and do not represent advice/guidance related to any aspect of plan design. Additional data is available and can be segmented by plan size, industry, geography, etc. Please contact Brian O’Keefe at brian.okeefe@strategic-i.com for additional information and pricing.