2018 Benchmarking Report

NAGDCA has published the third annual 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 63 individual plans representing $165 billion in plan assets and 3.1 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.

Online Benchmarking Tool

Click here to access the online benchmarking tool. 

All survey respondents have been granted complimentary access to a suite of online tools and reports that can be used to compare your organization's performance versus those of other participating organizations. Together, these reports will be your key to improved operational efficiency.

The online tool is availble to non-respondents for a fee (see below for details.) Please contact NAGDCA at nagdca@amrms.com to gain access. 

Access to NAGDCA's Benchmarking Data
  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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Phone: 859.514.9161
Email: nagdca@AMRms.com

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