Building Financial Futures

View the latest plan trends and participant data from one of the industry’s most comprehensive proprietary collections of defined contribution plan and participant information. How do your plan sponsor clients compare?

Quarterly Report

Use Fidelity’s proprietary data to gain insight into:

  • Plan sponsor issues, and trends in plan design.
  • The impact of auto-enrollment and automatic increase programs on participant savings.
  • Participant account balances and savings rates.
  • Trends in asset allocation.
  • Common retirement account activities, including loans and withdrawals.

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