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

Plan Types

Sponsors of 403(b) and 457 plans are ahead of the game when it comes to offering retirement income help to participants. This is partly due to the history of 403(b)s as annuity-based plans. Phil Sherman, senior retirement plan consultant, Deschutes Investment Consulting LLC, points out that nonprofits are apt to use every tool in the toolbox to offer robust benefit programs that compete with for-profit counterparts, including the use of 457 plans as nonqualified plans. Nonqualified plan participants are good candidates to receive financial planning, and unfamiliarity with 457 plan nuances warrants more education, he says. —RM

Offers Systematic Withdrawals at Retirement

401(k)
45%
403(b)
61%
457
79%

Offers In-Plan Retirement Income Product/s

401(k)
7%
403(b)
29%
457
55%

Offers Immediate Eligibility Upon Hiring

401(k)
38%
403(b)
74%
457
58%

Offers Participants One-on-One Meetings With Financial Planner / Adviser Outside of the Plan

401(k)
23%
403(b)
33%
457
60%

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