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Employee Benefits Survey
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Retirement benefits

Estimates are also accessible from the Benefits database and in an Excel dataset.

Defined benefit plans

Availability and eligibility requirements for open plans

  • Data Table (PDF)
  • Standard Errors (PDF)

Availability of plan features

  • Data Table (PDF)
  • Standard Errors (PDF)

Plan sponsor

  • Data Table (PDF)
  • Standard Errors (PDF)

Primary formula

  • Data Table (PDF)
  • Standard Errors (PDF)

Vesting requirements

  • Data Table (PDF)
  • Standard Errors (PDF)

Integration with Social Security

  • Data Table (PDF)
  • Standard Errors (PDF)

Cash balance plans

Employer contributions

  • Data Table (PDF)
  • Standard Errors (PDF)

Traditional defined benefit plans

Maximum credited service provisions

  • Data Table (PDF)
  • Standard Errors (PDF)

Availability of lump-sum benefits at retirement

  • Data Table (PDF)
  • Standard Errors (PDF)

Normal retirement requirements

  • Data Table (PDF)
  • Standard Errors (PDF)

Normal retirement requirements length of service

  • Data Table (PDF)
  • Standard Errors (PDF)

Normal retirement service requirements

  • Data Table (PDF)
  • Standard Errors (PDF)

Terminal earnings formulas

  • Data Table (PDF)
  • Standard Errors (PDF)

Definition of terminal earnings

  • Data Table (PDF)
  • Standard Errors (PDF)

Availability of early retirement and requirements

  • Data Table (PDF)
  • Standard Errors (PDF)

Early retirement service requirements

  • Data Table (PDF)
  • Standard Errors (PDF)

Early retirement reductions

  • Data Table (PDF)
  • Standard Errors (PDF)

Postretirement survivor benefits

  • Data Table (PDF)
  • Standard Errors (PDF)

Defined contribution plans

Type of plan

  • Data Table (PDF)
  • Standard Errors (PDF)

Deferred profit-sharing plans

Plan features

  • Data Table (PDF)
  • Standard Errors (PDF)

Employee contributions allowed

  • Data Table (PDF)
  • Standard Errors (PDF)

Methods of retirement benefits distribution

  • Data Table (PDF)
  • Standard Errors (PDF)

Money purchase pension plans

Employer contributions

  • Data Table (PDF)
  • Standard Errors (PDF)

Employee contributions allowed

  • Data Table (PDF)
  • Standard Errors (PDF)

Methods of retirement benefits distribution

  • Data Table (PDF)
  • Standard Errors (PDF)

Employee contribution thresholds for employer matching

  • Data Table (PDF)
  • Standard Errors (PDF)

Savings and thrift plans

Summary of provisions

  • Data Table (PDF)
  • Standard Errors (PDF)

Plan provisions

  • Data Table (PDF)
  • Standard Errors (PDF)

Methods of retirement benefits distribution

  • Data Table (PDF)
  • Standard Errors (PDF)

Eligibility requirements

  • Data Table (PDF)
  • Standard Errors (PDF)

Maximum employee contributions subject to Internal Revenue Code limit

  • Data Table (PDF)
  • Standard Errors (PDF)

Maximum employee contribution percentage matched by employer

  • Data Table (PDF)
  • Standard Errors (PDF)

Method of employer matching contributions

  • Data Table (PDF)
  • Standard Errors (PDF)

Maximum potential employer contribution percentage

  • Data Table (PDF)
  • Standard Errors (PDF)

Default method of automatic enrollment contribution

  • Data Table (PDF)
  • Standard Errors (PDF)

Default automatic enrollment percentage matched by employer

  • Data Table (PDF)
  • Standard Errors (PDF)

Vesting requirements

  • Data Table (PDF)
  • Standard Errors (PDF)

Investment choices for employee funds

  • Data Table (PDF)
  • Standard Errors (PDF)

Investment choices for employer funds

  • Data Table (PDF)
  • Standard Errors (PDF)

Automatic escalation features

  • Data Table (PDF)
  • Standard Errors (PDF)

 

Last Modified Date: April 16, 2020