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Research Center

Industry Reports

These comprehensive reports compare client plans to others in the same industry and asset size. They also compare client plans to the DC survey results across all industries. These reports are based on the feedback from over 4,300 plan sponsors and comprise 18 different industries.

Every survey topic is covered in detail:

  • comparisons by asset class
  • comprehensive analysis of dozens of areas of plan design
  • in-depth coverage of 401(k) plan design and investments, including:
    • participation rates
    • investment options
    • company match
    • investment guidance
    • online features
    • plan costs/fees
    • advisor services


Cover of 2018 industry report for for-profit Healthcare

Download sample industry report for the healthcare industry

Please contact us to receive a complimentary report for your industry.

Retirement Savings and Planning Calculators

401(k) Savings Calculator A 401(k) can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you cannot afford to pass up.
401(k) Spend It or Save It Calculator There are several ways to manage your 401(k) when you leave an employer. Making the wrong decision can cost you thousands of dollars both in taxes and lost earnings.
403(b) Savings Calculator If you are an employee of a non-profit tax-exempt organization, a 403(b) can be one of your best tools for creating a secure retirement.
How Important is Social Security? Use this calculator to determine how losing this important retirement asset could affect you.
Retirement Income Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.
Retirement Pension Planner Plan your retirement with a company pension, find out if you are on track – and learn how to stay there.
Retirement Planner Quickly determine if your retirement plan is on track – and learn how to keep it there.
Retirement Shortfall Running out of your retirement savings too soon is one of the biggest risks to a comfortable retirement. Use this calculator to find a potential shortfall in your current retirement savings plan.
Roth IRA Calculator Use this calculator to compare the Roth IRA to an ordinary taxable investment.
Roth vs. Traditional IRA Use this calculator to determine which IRA may be right for you.
Social Security Benefits Use this calculator to estimate your Social Security benefits.

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.