2026 PLANSPONSOR Recordkeeping Survey Report

2026 PLANSPONSOR Recordkeeping Survey Report

Spanning over 90 pages, the 2026 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:

• Industry snapshots & trend analysis
• Provider rankings by assets, participants, and plan counts across all plan types
• 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

96 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.