RESEARCH |

2021
DC Plan Benchmarking Survey

By studying trends in DC plan design and usage, sponsors can benchmark and improve their own plans.

Reported by PLANSPONSOR | Art by Georgie McAusland
PSON21 DC Plan Benchmarking Survey_Georgie McAusland
2021 Survey
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2021 Survey

Respondent Profile

Respondents, by Geography

New England
6%
Mid-Atlantic
15%
South Atlantic
16%
East South Central
4%
West South Central
9%
East North Central
21%
West North Central
9%
Mountain
6%
Pacific
13%

Respondents, by Plan Size

<$5MM
36%
$5MM – $50MM
38%
>$50MM – $200MM
13%
>$200MM – $1B
7%
>$1B
6%

Respondents, by Plan Type Offered

401(k)
92%
403(b)
9%
457
10%
Profit Sharing
18%
Nonqualified Deferred Compensation (NQDC)
10%
All Other Plan Types
8%

Respondents, by Recordkeeper Category

5 Largest Providers
14%
Next 5 Largest Providers
14%
Next 10 Largest Providers
41%
All Other Providers
31%

Respondents, by Industry

"Other" category is spread across 33 other unique industries.
Manufacturing
14%
Health Care
11%
Banking / Financial Services
7%
Building / Construction
6%
Law
6%
Retail
6%
Technology / Telecommunications
5%
Wholesale / Distribution
5%
Government
3%
Other
36%


PLANSPONSOR Industry Reports 2022

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 2021
Contact Rob Reif / 212-217-6906 / robert.reif@issmediasolutions.com