2025
DC Survey: Plan Benchmarking

Sponsors can use the report to compare their plan features and governance with peers’, for self-assessment and self-improvement.

Survey

Survey

Respondent Profile

Respondents, by Plan Size

<$5MM
24%
$5MM – $25MM
32%
>$25MM – $50MM
13%
>$50MM – $200MM
15%
>$200MM – $1B
10%
>$1B
7%

Respondents, by Plan Type Offered

401(k)
55%
403(b)
6%
457
15%
ESOP1/KSOP2
2%
Profit-sharing
9%
MEP3/PEP4
1%
Money purchase
1%
NQDC5
6%
SIMPLE6/SEP7
1%
Other
5%
1 Employee stock ownership plan.
2 ESOP combined with a 401(k).
3 Multiple employer plan.
4 Pooled employer plan.
5 Nonqualified deferred compensation plan.
6 Savings incentive match plan for employees.
7 Simplified employee pension plan.

Respondents, by Industry

Manufacturing
10%
Health care
7%
Banking/Financial services
7%
Building/Construction/Contracting
5%
Law firms
3%
Retail
4%
Technology/Telecommunications
4%
Wholesale/Distribution
4%
Government
9%
All other industries*
47%
*31 additional unique industries.

2025 PLANSPONSOR DC Survey Plan Benchmarking and Industry Reports

Our 2025 Plan Benchmarking and Industry Reports feature proprietary data collected by PLANSPONSOR in its annual Defined Contribution Survey. The reports highlight various plan design features and outcomes from 6 plan types and 48 industries.

You can leverage the 2025 PLANSPONSOR Reports* to:
  • Build trust with advisers and provide new tools to your staff and network
  • 100+ pages in PDF format
  • Compare plan design with peers and competitors, and improve fiduciary oversight
  • Add value to your clients by posting on your website behind registration

*Subject to usage terms/compliance in licensing agreement.

AVAILABLE FOR PURCHASE NOW!

Contact Rob Reif / 212-217-6906 / robert.reif@issmediasolutions.com