2018
Plan Administration Guide, Part Two: Recordkeeping Survey

Breaking down the DC industry by plan type.

Industry Snapshots

Recordkeeping Industry Snapshot

Total Defined Contribution Plan Assets ($mm)

$3,022,928
$3,639,933
$4,126,181
$4,182,461
$4,575,706
$5,569,828
$5,978,664
$5,961,980
$6,462,919
$7,467,595
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018

Total Assets, Plans, and Participants

Total Assets, Plans, and Participants
By Plan Size Assets ($mm)* Plans* Participants*
<$10mm $907,645 842,098 22,407,447
$10mm – $50mm $799,595 42,033 14,660,540
>$50mm – $200mm $869,501 9,564 14,473,825
>$200mm – $1b $1,454,258 3,439 19,699,583
>$1b $3,421,745 971 32,504,827
*Not all providers report complete data, therefore data segmented by plan size will not equal the corresponding overall total.

Share of Total Defined Contribution Market

Recordkeepers in the Top 5

Top 5 recordkeepers

Recordkeepers in the Top 10

Top 10 recordkeepers

Recordkeepers in the Top 20

Top 20 recordkeepers