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
  • company stock
  • investment advice
  • online features
  • plan costs/fees
  • advisor services

Please contact Blake Thibault at (415) 808-1359 or blaket@heffgroup.com if interested in obtaining an industry report.