2026
DC Survey: Plan Benchmarking
By studying trends in DC retirement program design and governance, sponsors can benchmark and potentially improve their own plans. This year’s report includes a new section on financial wellness programs.
Survey
Financial Wellness
A major new component of the 2025 DC Survey explored financial wellness offerings. Historically considered optional, these benefits are increasingly integrated into retirement programs—and even reflected in federal law. In the 2026 DC Survey: Plan Benchmarking report, we note that a little more than one-third (34.8%) of plan sponsors reported offering an integrated financial wellness program. Respondents reported that the primary benefit of converging financial, physical and mental wellness programs is improved employee satisfaction, reported by 66.0%.
The survey also asked about obstacles to offering a financial wellness program, the most valuable resources within a program and measuring program success, among other things. These findings and more will be available for purchase soon. —RM
Use an Integrated Financial Wellness Program
- Yes
- No
Primary Benefit Seen From Converging Financial, Physical and Mental Wellness Programs
- Improved employee satisfaction
- Better employee retention
- Increased productivity
- Cost savings
- Other
Powerful DC Benchmarking at Your Fingertips —
2026 PLANSPONSOR Industry Reports Now Available
Tap into 125+ pages of PLANSPONSOR’s proprietary DC Survey data, including comprehensive benchmarking tables across 9 plan types and 51 industries. These reports deliver clarity and comparison points that professionals need to evaluate and improve plan design.
Purchase the reports to:- Compare plans by industry and asset size
- Equip advisers and internal teams with reliable data
- Strengthen strategic planning with industry specific insights
- Identify design improvements that enhance participant outcomes
AVAILABLE FOR PURCHASE NOW!
Contact Advertise / Advertise@ISSMediaSolutions.com
Subject to licensing agreement.