DC Survey: Plan Benchmarking

2020 Survey

2020 Survey

Match Features

Offered in 73% of all defined contribution plans, matching contributions are a popular way for employers to supplement participant retirement savings. However, use of matching contributions slid for the second consecutive year, down from 77% in 2018. The largest decrease is found among plans with under $5 million in assets; of these, 64% offer a match, vs. 73% in 2018. Still, employer match features continue to get more participant-friendly. For example, 41% of employers now offer a “true up,” and 80% make match contributions each pay period—both up from last year.

Plans Offering Employer Match

All plan sizes
$5MM – $50MM
>$50MM – $200MM

Plans With ‘True-up’ Match Provision

  • Yes
  • No
  • Don't Know

Other Match Provisions

Plan matches catch-up contributions
Match subject to limits/caps
Match paid each pay period

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