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section | sub_section | question_index | year | tech | size | question | answer | count | chosen_percent | not_chosen_percent | |
---|---|---|---|---|---|---|---|---|---|---|---|
Retirement | Plan Types | 1 | 2022 | All companies | All companies | Does your company sponsor a 401(k) plan? | No | 1 | 1.666666667 | 98.33333333 | |
Retirement | Plan Types | 1 | 2022 | All companies | All companies | Does your company sponsor a 401(k) plan? | Yes | 59 | 98.33333333 | 1.666666667 | |
Retirement | Plan Types | 2 | 2022 | All companies | All companies | Does your company sponsor a 403(b) or 457 plan? | No | 58 | 96.66666667 | 3.333333333 | |
Retirement | Plan Types | 2 | 2022 | All companies | All companies | Does your company sponsor a 403(b) or 457 plan? | Yes | 2 | 3.333333333 | 96.66666667 | |
Retirement | Plan Types | 3 | 2022 | All companies | All companies | Does your company sponsor a Defined Benefits plan? | No | 51 | 85 | 15 | |
Retirement | Plan Types | 3 | 2022 | All companies | All companies | Does your company sponsor a Defined Benefits plan? | Yes | 9 | 15 | 85 | |
Retirement | Plan Options | 5 | 2022 | All companies | All companies | Does your plan offer Roth (post-tax)? | No | 10 | 16.66666667 | 83.33333333 | |
Retirement | Plan Options | 5 | 2022 | All companies | All companies | Does your plan offer Roth (post-tax)? | Yes | 50 | 83.33333333 | 16.66666667 | |
Retirement | Plan Options | 6 | 2022 | All companies | All companies | Does your plan offer Additional After-tax (non-Roth)? | No | 44 | 73.33333333 | 26.66666667 | |
Retirement | Plan Options | 6 | 2022 | All companies | All companies | Does your plan offer Additional After-tax (non-Roth)? | Yes | 16 | 26.66666667 | 73.33333333 | |
Retirement | Plan Options | 7 | 2022 | All companies | All companies | Do you allow employees to defer on bonus compensation? | No | 35 | 58.33333333 | 41.66666667 | |
Retirement | Plan Options | 7 | 2022 | All companies | All companies | Do you allow employees to defer on bonus compensation? | Yes, for all bonus types | 23 | 38.33333333 | 61.66666667 | |
Retirement | Plan Options | 7 | 2022 | All companies | All companies | Do you allow employees to defer on bonus compensation? | Yes, for certain bonus types | 2 | 3.333333333 | 96.66666667 | |
Retirement | Plan Options | 8 | 2022 | All companies | All companies | Does your plan have ESG funds in its current lineup? | No | 43 | 72.88135593 | 27.11864407 | |
Retirement | Plan Options | 8 | 2022 | All companies | All companies | Does your plan have ESG funds in its current lineup? | Yes | 16 | 27.11864407 | 72.88135593 | |
Retirement | Participation & Eligibility | 10 | 2022 | All companies | All companies | What is your current retirement plan participation rate? | 25%-49% | 6 | 11.32075472 | 88.67924528 | |
Retirement | Participation & Eligibility | 10 | 2022 | All companies | All companies | What is your current retirement plan participation rate? | 50%-74% | 17 | 32.0754717 | 67.9245283 | |
Retirement | Participation & Eligibility | 10 | 2022 | All companies | All companies | What is your current retirement plan participation rate? | 75%-99% | 25 | 47.16981132 | 52.83018868 | |
Retirement | Participation & Eligibility | 10 | 2022 | All companies | All companies | What is your current retirement plan participation rate? | 1 | 1 | 1.886792453 | 98.11320755 | |
Retirement | Participation & Eligibility | 10 | 2022 | All companies | All companies | What is your current retirement plan participation rate? | <25% | 4 | 7.547169811 | 92.45283019 | |
Retirement | Participation & Eligibility | 11 | 2022 | All companies | All companies | What is your plan’s service eligibility requirement? | After 1 month of service | 4 | 7.407407407 | 92.59259259 | |
Retirement | Participation & Eligibility | 11 | 2022 | All companies | All companies | What is your plan’s service eligibility requirement? | After 1 year of service | 2 | 3.703703704 | 96.2962963 | |
Retirement | Participation & Eligibility | 11 | 2022 | All companies | All companies | What is your plan’s service eligibility requirement? | After 3 months of service | 5 | 9.259259259 | 90.74074074 | |
Retirement | Participation & Eligibility | 11 | 2022 | All companies | All companies | What is your plan’s service eligibility requirement? | After 6 months of service | 1 | 1.851851852 | 98.14814815 | |
Retirement | Participation & Eligibility | 11 | 2022 | All companies | All companies | What is your plan’s service eligibility requirement? | Immediate | 37 | 68.51851852 | 31.48148148 | |
Retirement | Participation & Eligibility | 11 | 2022 | All companies | All companies | What is your plan’s service eligibility requirement? | Other | 5 | 9.259259259 | 90.74074074 | |
Retirement | Participation & Eligibility | 12 | 2022 | All companies | All companies | Do your part-time employees have different eligibility requirements? | No | 22 | 81.48148148 | 18.51851852 | |
Retirement | Participation & Eligibility | 12 | 2022 | All companies | All companies | Do your part-time employees have different eligibility requirements? | Yes | 5 | 18.51851852 | 81.48148148 | |
Retirement | Auto Enrollment | 13 | 2022 | All companies | All companies | Does your retirement plan offer automatic enrollment? | No | 25 | 51.02040816 | 48.97959184 | |
Retirement | Auto Enrollment | 13 | 2022 | All companies | All companies | Does your retirement plan offer automatic enrollment? | Yes | 28 | 57.14285714 | 42.85714286 | |
Retirement | Auto Enrollment | 14 | 2022 | All companies | All companies | What is the default election rate? | 0.01 | 3 | 10.71428571 | 89.28571429 | |
Retirement | Auto Enrollment | 14 | 2022 | All companies | All companies | What is the default election rate? | 0.03 | 9 | 32.14285714 | 67.85714286 | |
Retirement | Auto Enrollment | 14 | 2022 | All companies | All companies | What is the default election rate? | 0.04 | 5 | 17.85714286 | 82.14285714 | |
Retirement | Auto Enrollment | 14 | 2022 | All companies | All companies | What is the default election rate? | 0.05 | 7 | 25 | 75 | |
Retirement | Auto Enrollment | 14 | 2022 | All companies | All companies | What is the default election rate? | 0.06 | 4 | 14.28571429 | 85.71428571 | |
Retirement | Auto Enrollment | 15 | 2022 | All companies | All companies | Does the default election automatically increase annually? | No | 22 | 78.57142857 | 21.42857143 | |
Retirement | Auto Enrollment | 15 | 2022 | All companies | All companies | Does the default election automatically increase annually? | Yes | 6 | 21.42857143 | 78.57142857 | |
Retirement | Auto Enrollment | 16 | 2022 | All companies | All companies | Where does the annual automatic increase stop? | 0.05 | 1 | 16.66666667 | 83.33333333 | |
Retirement | Auto Enrollment | 16 | 2022 | All companies | All companies | Where does the annual automatic increase stop? | 0.07 | 1 | 16.66666667 | 83.33333333 | |
Retirement | Auto Enrollment | 16 | 2022 | All companies | All companies | Where does the annual automatic increase stop? | 0.1 | 2 | 33.33333333 | 66.66666667 | |
Retirement | Auto Enrollment | 16 | 2022 | All companies | All companies | Where does the annual automatic increase stop? | Other | 2 | 33.33333333 | 66.66666667 | |
Retirement | Employer Contributions | 18 | 2022 | All companies | All companies | Do you match on bonus compensation? | No | 6 | 21.42857143 | 78.57142857 | |
Retirement | Employer Contributions | 18 | 2022 | All companies | All companies | Do you match on bonus compensation? | Yes, for all bonus types | 19 | 67.85714286 | 32.14285714 | |
Retirement | Employer Contributions | 18 | 2022 | All companies | All companies | Do you match on bonus compensation? | Yes, for certain bonus types | 3 | 10.71428571 | 89.28571429 | |
Retirement | Employer Contributions | 19 | 2022 | All companies | All companies | Do you have different eligibility requirements for employer contributions than plan eligibility? | No | 28 | 96.55172414 | 3.448275862 | |
Retirement | Employer Contributions | 19 | 2022 | All companies | All companies | Do you have different eligibility requirements for employer contributions than plan eligibility? | Yes | 1 | 3.448275862 | 96.55172414 | |
Retirement | Employer Contributions | 20 | 2022 | All companies | All companies | What is your plan’s employer contribution eligibility requirement? | Other | 1 | 1 | 0 | |
Retirement | Employer Contributions | 21 | 2022 | All companies | All companies | What is your match effective rate? | 0.01 | 1 | 3.571428571 | 96.42857143 | |
Retirement | Employer Contributions | 21 | 2022 | All companies | All companies | What is your match effective rate? | 0.02 | 1 | 3.571428571 | 96.42857143 | |
Retirement | Employer Contributions | 21 | 2022 | All companies | All companies | What is your match effective rate? | 0.03 | 4 | 14.28571429 | 85.71428571 | |
Retirement | Employer Contributions | 21 | 2022 | All companies | All companies | What is your match effective rate? | 0.04 | 12 | 42.85714286 | 57.14285714 | |
Retirement | Employer Contributions | 21 | 2022 | All companies | All companies | What is your match effective rate? | 0.05 | 5 | 17.85714286 | 82.14285714 | |
Retirement | Employer Contributions | 21 | 2022 | All companies | All companies | What is your match effective rate? | 0.06 | 2 | 7.142857143 | 92.85714286 | |
Retirement | Employer Contributions | 21 | 2022 | All companies | All companies | What is your match effective rate? | 10% + | 1 | 3.571428571 | 96.42857143 | |
Retirement | Employer Contributions | 21 | 2022 | All companies | All companies | What is your match effective rate? | < 1% | 1 | 3.571428571 | 96.42857143 | |
Retirement | Employer Contributions | 21 | 2022 | All companies | All companies | What is your match effective rate? | N/A | 1 | 3.571428571 | 96.42857143 | |
Retirement | Employer Contributions | 22 | 2022 | All companies | All companies | What is your maximum dollar amount match contribution? | <$1,000 | 1 | 3.571428571 | 96.42857143 | |
Retirement | Employer Contributions | 22 | 2022 | All companies | All companies | What is your maximum dollar amount match contribution? | $1,000-$1,499 | 1 | 3.571428571 | 96.42857143 | |
Retirement | Employer Contributions | 22 | 2022 | All companies | All companies | What is your maximum dollar amount match contribution? | $1,500-$1,999 | 2 | 7.142857143 | 92.85714286 | |
Retirement | Employer Contributions | 22 | 2022 | All companies | All companies | What is your maximum dollar amount match contribution? | $4,000-$4,999 | 1 | 3.571428571 | 96.42857143 | |
Retirement | Employer Contributions | 22 | 2022 | All companies | All companies | What is your maximum dollar amount match contribution? | $6,000-$6,999 | 1 | 3.571428571 | 96.42857143 | |
Retirement | Employer Contributions | 22 | 2022 | All companies | All companies | What is your maximum dollar amount match contribution? | $8,000-$8,999 | 1 | 3.571428571 | 96.42857143 | |
Retirement | Employer Contributions | 22 | 2022 | All companies | All companies | What is your maximum dollar amount match contribution? | $10,000 + | 3 | 10.71428571 | 89.28571429 | |
Retirement | Employer Contributions | 22 | 2022 | All companies | All companies | What is your maximum dollar amount match contribution? | N/A - No Match Ceiling | 18 | 64.28571429 | 35.71428571 | |
Retirement | Vesting | 24 | 2022 | All companies | All companies | How much does your company's match vest each year? | 25% yearly | 1 | 3.703703704 | 96.2962963 | |
Retirement | Vesting | 24 | 2022 | All companies | All companies | How much does your company's match vest each year? | 50% yearly | 1 | 3.703703704 | 96.2962963 | |
Retirement | Vesting | 24 | 2022 | All companies | All companies | How much does your company's match vest each year? | 100% after 1 year | 1 | 3.703703704 | 96.2962963 | |
Retirement | Vesting | 24 | 2022 | All companies | All companies | How much does your company's match vest each year? | 100% after 3 years | 2 | 7.407407407 | 92.59259259 | |
Retirement | Vesting | 24 | 2022 | All companies | All companies | How much does your company's match vest each year? | 100% immediate | 21 | 77.77777778 | 22.22222222 | |
Retirement | Vesting | 24 | 2022 | All companies | All companies | How much does your company's match vest each year? | Other | 1 | 3.703703704 | 96.2962963 | |
Retirement | Profit Sharing | 25 | 2022 | All companies | All companies | Do you offer an employer-sponsored profit-sharing program? | No | 49 | 98 | 2 | |
Retirement | Profit Sharing | 25 | 2022 | All companies | All companies | Do you offer an employer-sponsored profit-sharing program? | Yes | 1 | 2 | 98 | |
Retirement | Profit Sharing | 26 | 2022 | All companies | All companies | How much does your company's profit sharing vest each year? | 25% yearly | 1 | 100 | 0 | |
Retirement | Profit Sharing | 27 | 2022 | All companies | All companies | What is your profit-sharing formula allocation method? | Percentage | 1 | 100 | 0 | |
Retirement | Profit Sharing | 28 | 2022 | All companies | All companies | What is the percentage contributed? | 5% + | 1 | 100 | 0 | |
Retirement | Administration & Governance | 30 | 2022 | All companies | All companies | Does your plan work with an advisor? | No | 19 | 38 | 62 | |
Retirement | Administration & Governance | 30 | 2022 | All companies | All companies | Does your plan work with an advisor? | Yes | 31 | 62 | 38 | |
Retirement | Administration & Governance | 31 | 2022 | All companies | All companies | Do you have an active retirement committee? | No | 33 | 66 | 34 | |
Retirement | Administration & Governance | 31 | 2022 | All companies | All companies | Do you have an active retirement committee? | Yes | 17 | 34 | 66 | |
Retirement | Administration & Governance | 33 | 2022 | All companies | All companies | How are plan expenses paid? | Administrative and advisory expenses are paid through the plan assets | 3 | 32 | 68 | |
Retirement | Administration & Governance | 33 | 2022 | All companies | All companies | How are plan expenses paid? | The company and the plan split administrative and advisory expenses | 7 | 54 | 46 | |
Retirement | Administration & Governance | 33 | 2022 | All companies | All companies | How are plan expenses paid? | The company pays administrative and advisory expenses out of pocket | 2 | 24 | 76 | |
Retirement | Plan Types | 1 | 2022 | All companies | Small companies | Does your company sponsor a 401(k) plan? | Yes | 14 | 100 | 0 | |
Retirement | Plan Types | 2 | 2022 | All companies | Small companies | Does your company sponsor a 403(b) or 457 plan? | No | 14 | 100 | 0 | |
Retirement | Plan Types | 3 | 2022 | All companies | Small companies | Does your company sponsor a Defined Benefits plan? | No | 13 | 86.66666667 | 13.33333333 | |
Retirement | Plan Types | 3 | 2022 | All companies | Small companies | Does your company sponsor a Defined Benefits plan? | Yes | 2 | 13.33333333 | 86.66666667 | |
Retirement | Plan Options | 5 | 2022 | All companies | Small companies | Does your plan offer Roth (post-tax)? | No | 4 | 26.66666667 | 73.33333333 | |
Retirement | Plan Options | 5 | 2022 | All companies | Small companies | Does your plan offer Roth (post-tax)? | Yes | 11 | 73.33333333 | 26.66666667 | |
Retirement | Plan Options | 6 | 2022 | All companies | Small companies | Does your plan offer Additional After-tax (non-Roth)? | No | 9 | 60 | 40 | |
Retirement | Plan Options | 6 | 2022 | All companies | Small companies | Does your plan offer Additional After-tax (non-Roth)? | Yes | 6 | 40 | 60 | |
Retirement | Plan Types | 1 | 2022 | All companies | Medium companies | Does your company sponsor a 401(k) plan? | No | 1 | 3.225806452 | 96.77419355 | |
Retirement | Plan Types | 1 | 2022 | All companies | Medium companies | Does your company sponsor a 401(k) plan? | Yes | 30 | 96.77419355 | 3.225806452 | |
Retirement | Plan Types | 2 | 2022 | All companies | Medium companies | Does your company sponsor a 403(b) or 457 plan? | No | 29 | 93.5483871 | 6.451612903 | |
Retirement | Plan Types | 2 | 2022 | All companies | Medium companies | Does your company sponsor a 403(b) or 457 plan? | Yes | 2 | 6.451612903 | 93.5483871 | |
Retirement | Plan Types | 3 | 2022 | All companies | Medium companies | Does your company sponsor a Defined Benefits plan? | No | 25 | 80.64516129 | 19.35483871 | |
Retirement | Plan Types | 3 | 2022 | All companies | Medium companies | Does your company sponsor a Defined Benefits plan? | Yes | 6 | 19.35483871 | 80.64516129 | |
Retirement | Plan Options | 5 | 2022 | All companies | Medium companies | Does your plan offer Roth (post-tax)? | No | 4 | 12.90322581 | 87.09677419 | |
Retirement | Plan Options | 5 | 2022 | All companies | Medium companies | Does your plan offer Roth (post-tax)? | Yes | 27 | 87.09677419 | 12.90322581 | |
Retirement | Plan Options | 6 | 2022 | All companies | Medium companies | Does your plan offer Additional After-tax (non-Roth)? | No | 26 | 83.87096774 | 16.12903226 | |
Retirement | Plan Options | 6 | 2022 | All companies | Medium companies | Does your plan offer Additional After-tax (non-Roth)? | Yes | 5 | 16.12903226 | 83.87096774 | |
Retirement | Plan Types | 1 | 2022 | All companies | Large companies | Does your company sponsor a 401(k) plan? | Yes | 11 | 100 | 0 | |
Retirement | Plan Types | 2 | 2022 | All companies | Large companies | Does your company sponsor a 403(b) or 457 plan? | No | 11 | 100 | 0 | |
Retirement | Plan Types | 3 | 2022 | All companies | Large companies | Does your company sponsor a Defined Benefits plan? | No | 11 | 100 | 0 | |
Retirement | Plan Types | 3 | 2022 | All companies | Large companies | Does your company sponsor a Defined Benefits plan? | Yes | 0 | 0 | 100 | |
Retirement | Plan Options | 5 | 2022 | All companies | Large companies | Does your plan offer Roth (post-tax)? | No | 2 | 18.18181818 | 81.81818182 | |
Retirement | Plan Options | 5 | 2022 | All companies | Large companies | Does your plan offer Roth (post-tax)? | Yes | 9 | 81.81818182 | 18.18181818 | |
Retirement | Plan Options | 6 | 2022 | All companies | Large companies | Does your plan offer Additional After-tax (non-Roth)? | No | 7 | 63.63636364 | 36.36363636 | |
Retirement | Plan Options | 6 | 2022 | All companies | Large companies | Does your plan offer Additional After-tax (non-Roth)? | Yes | 4 | 36.36363636 | 63.63636364 |
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