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@larsvers
Last active May 26, 2022 13:32
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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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