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66th Annual Survey Questionnaire
Click here to participate online.
PSCA's 66th Annual Survey (2023 survey reflecting 2022 plan data) is now open for participation. All respondents receive a free copy of the report when it is published later this year, a $700 value. The annual survey report provides more than 180 data tables on key plan design and administration features as well as 10-year trends on key metrics. The report is the most comprehensive source of unbiased plan benchmarking data and includes information about:
- Participation and deferral rates
- Employer contribution formulas and average amounts
- Eligibility criteria and trends
- Roth availability and use
- Investment funds offered
- Automatic enrollment and escalation
- Plan loans
- Hardship and in-service withdrawals
- Participant education methods
- Financial wellness
- Other plan administration considerations
The deadline for participation is May 26, 2023. Please contact us at [email protected] with any questions.
Survey Information for plan sponsors:
- Click here to participate online.
- Click here to download a PDF of the questionnaire.
- Click here to download a worksheet with the numerical data you may need to look up. It will be helpful to have access to your year-end reporting from your recordkeeper.
Survey Information for service providers/advisors:
- Send this link to clients to complete or complete it for them: https://cvent.me/32V83D
- Click here for a spreadsheet to complete for multiple clients at once.
- For a sample customizable email template, email [email protected].