DC Survey: Plan Benchmarking



The data that follow are based on the 2020 PLANSPONSOR Defined Contribution (DC) Survey, an online survey of plan sponsors, which received 2,097 responses as of October 7—the cutoff date for magazine publication. The questionnaire explored each plan’s design, investment options, oversight practices and participant outcomes, among other factors. Responding organizations represent a wide range of plan types and sizes, and industries. Survey results are meant to serve as input to one’s existing plan governance processes; the insights summarized here do not represent advice on any aspect of plan design. Please discuss results with a trusted retirement plan expert prior to taking any action. Additional data are available and can be segmented by plan size, industry, geography, etc. Email surveys@issmediasolutions.com for additional information and pricing on related data or reports.

PLANSPONSOR Industry Reports 2021

Unique defined contribution (DC) benchmarking tools based on feedback from roughly 3,000 employers

PLANSPONSOR Industry Reports in a nutshell:

  • 65+ pages in PDF format
  • Cover DC plans in 50 different industries
  • Compare client plans to others in the same industry and asset class, and overall
  • Available with your firm's branding or logo on every page
  • Distributable to sales staff or adviser network; post on your client site behind registration

Availability: December 2020
Download more information here.
Contact Rob Reif / 212-217-6906 / robert.reif@issmediasolutions.com