Perspectives In Practice – A Benchmarking Initiative for Public Sector Defined Contribution Plans

NAGDCA has published a new benchmarking report entitled Perspectives in Practice - A Benchmarking Initiative for Public Sector Defined Contribution Plans. The report includes data that will help the defined contribution industry better understand trends and identify issues to better serve plan sponsors and plan participants.

The
report presents a detailed analysis of key operating data from the government defined contribution industry, based on confidential surveys submitted by 62 individual plans representing $116 billion in plan assets and 2.4 million individual plan participants.

The benchmarking initiative is intended to provide the most comprehensive public sector database widely available to NAGDCA’s members. Governmental plans will be able to view data regarding plan types, plan demographics, plan design and features, services, investments, governance, and fees. They will also be able to view participant demographics such as account balances displayed by age and gender.

Plans that participated in the survey will have access to the online, aggregate report free of charge. For others, the online reporting tool will be available for purchase.

Access a copy of the report here.

Access the online portal here.
Survey Respondents - available free of charge
Non-respondents - available for a fee (see below for details). Contact NAGDCA at nagdca@amrms.com to gain access.


Benchmarking - Perspectives in Practice archived webinar now available!

NAGDCA Benchmarking Reports
  Tier 1 - Industry-Wide Report - executive summary, detailed survey results for selected aggregate data, appendix showing survey methodology; also known as the "150 page" report Tier 2 - Plan Performance Report  - individual report showing respondents data compared to others (pre-determined data elements) Tier 3 - Online Report Portal - access to customized, exportable report based on any data elements with five or more respondents
Government Members - respondents Yes - no fee Yes - no fee Yes - no fee
Government Members - nonrespondents Yes - no fee N/A; reports only available for respondents $500.00
Government Non-Members - respondents Yes - no fee N/A; survey closed to members only in Year 1
Government Non-Members - nonrespondents Yes - no fee N/A; reports only available for respondents $1,000.00 (includes one year of membership)
Industry Members Yes - no fee N/A; reports only available for respondents Yes - $3,000 fee; diamond level sponsors receive access for no additional fee
Industry Non-Members Yes - no fee N/A; reports only available for respondents Yes - $5,000 fee (includes one year of membership)
Legislators, Non-Profits, Media Yes - no fee N/A; reports only available for respondents Contact NAGDCA at nagdca@amrms.org for special requests.
 
 
 


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