2020
DC Survey: Plan Benchmarking

2020 Survey

Plan Demographics

Retirement Plan Offerings

401(k)
89%
403(b)
10%
457
9%
Profit sharing
19%
Nonqualified
11%
Any other
9%

Percentage of Responses, by Asset Range

<$5MM
29%
$5MM – $50MM
39%
>$50MM – $200MM
14%
>$200MM
19%

Safe Harbor Plans

All plan sizes
55%
<$5MM
70%
$5MM – $50MM
56%
>$50MM – $200MM
45%
>$200MM
39%


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