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64th Annual Survey Report

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PDFs are available now, hardcopies will be available in early January.


Overview:

The Plan Sponsor Council of America’s 64th Annual Survey of Profit Sharing and 401(k) Plans reports on the 2020 plan-year experience of 518 plans.


The survey contains a deatiled executive summary with 10-year trends and illustrations as well as 185 tables of data on important topics such as: 

  • Automatic Enrollment 
  • Company Contributions
  • Company Stock
  • Employee Eligibility
  • Hardship Withdrawals
  • Investment Availability and Allocation
  • Investment Advice
  • Loans
  • Participation Rates
  • Professionally Managed Accounts
  • Roth Features
  • Target-Date Funds

 

 

 

Rates:

The survey is available as a hard-copy bound book or a PDF.  Please read the terms of use carefully before placing your order for a PDF. 

To order a 50-100 user or 100+ (unlimited) user license, please contact [email protected].

HARDCOPY

Members: $245
Non-Members: $595

 

 

PDF

Type Member Price Non-Member Price
Single-User PDF: $345 $700
10 User Licenses (Internal Use Only): $2000 $4,000
50-100 User License (Internal Use Only): $10,000 $20,000
100+ Users (Unlimited Internal Distribution): $15,000 $30,000

 

HARD COPY AND PDF (SINGLE USER):

Members: $445
Non-Members: $900