Key Findings | Employee Benefit Plan 401(k) Benchmarking Report

2022 Edition

What are the top trends in 401(k) plans and plan management? How are strategies evolving? And what steps are businesses and non-profits taking to help their employees be retirement-ready?

Every three years, we survey organizations of all different sizes across industries to identify trends, topics, and new ideas that are helping attract and retain talent – and help employees prepare for a successful retirement. In this infographic, and the full report, we’ll share their answers and compare trends to the findings in the 2018 edition of our study.

Methodology

We surveyed companies across a range of industries as well as not-for-profits asking 25 key questions on multiple topics, including plan size, success and success factors, operations and management, and satisfaction (both employer and employee).

The survey was conducted online in the third quarter of 2021. 128 companies and non-profits responded – nearly double the participation of the 2018 survey.

Please note that many of the percentages indicated do not total 100% due to rounding and to a small number of participants indicating “other,” or responding that they are unsure of their organization’s industry.

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