2025 PLANSPONSOR Recordkeeping Survey Report
2025 PLANSPONSOR Recordkeeping Survey Report
Spanning over 90 pages, the 2025 PLANSPONSOR Recordkeeping Survey Report delivers the most comprehensive look at the U.S. retirement recordkeeping market. This annual industry benchmark covers 401(k), 403(b), 457, ESOP/KSOP, NQDC, and state-sponsored retirement plans—representing 97% of the total 401(k) market .
Inside, you’ll find:
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Industry snapshots & trend analysis (including SECURE 2.0 impacts and market consolidation)
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Provider rankings by assets, participants, and plan counts across all plan types
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Detailed provider profiles with data on services, capabilities, financial wellness options, and participant tools
Whether you’re a plan sponsor, adviser, consultant, or retirement services provider, this report is an essential resource for comparing recordkeepers, tracking market share, and understanding evolving plan sponsor and participant needs.
Perfect for professionals seeking actionable insights, competitive intelligence, and retirement industry benchmarks in one trusted source.
Survey Report Details
92 Pages In Total, PDF Format.
Additional Information
For more information on data available for purchase or to take part in a future survey, please email surveys@issmediasolutions.com.
