Cerulli Data

Retirement Lodestar

Precise Analysis, Advanced Targeting

  • Analyze the 401(k) market with state- and industry-level segmentation
  • Build segmentation analysis specific to your firm's target markets
  • Compare state-level 401(k) plan assets and participants
  • Customize Cerulli’s defined contribution (DC) market projections based on your own assumptions
  • Identify top 401(k) plan sponsors and plan administrator contact information
  • Allocate sales coverage of the U.S. 401(k) market with Cerulli’s territory builder tool
  • Easily build and share analyses with advanced visualization and export functionality

Call for Pricing

Discounts available for bulk purchase

Report US HNW and UHNW Markets 2020 Detail

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Drew O'Hearn, CFP

Drew O'Hearn, CFP

Director, Account Management

Demo Request

Updated Quarterly

Summary

Evaluate which segment of the defined contribution market represents strategic expansion opportunity with Cerulli’s broad analysis of plan sponsors, plan participants, and Form 5500 Series data reported to the U.S. Department of Labor. Data includes 401(k) plan segmentation by assets and participants, participant segmentation by type (active/retired/separated), and overall market sizing and projections.

Included with Purchase

Money

The DC Market

Analyze assets, plans, total participants, contributions, and distributions within the 401(k) market and review projections for assets, plan size, participants, and contributions.

ID

401(k) Participant Behavior

Examine participant profile, participant action, previous 401(k) account, education and communication, and retirement income market data.

Plan sponsor

401(k) Plan Sponsor

Analyze proprietary data covering defined contribution plan management, recordkeepers, investment options, and goals and challenges.

Mutual fund

Retirement Mutual Fund Data

Assess retirement mutual fund assets and mutual fund flows by retirement segment, plan type, asset class, and method of sales.

Interactive report dashboard

401(k) Plan-Level Analysis

View contact information for more than 500,000 401(k) plans, including a side-by-side state plan comparison by number of plans, assets, and participants; create customizable leaderboards by state and city using plan asset and participant segments and construct 401(k) market sales coverage by segment.

Appendix

Appendix

Understand the methodology used to gather data within this subscription, definitions for the terms used, description of participant retirement profiles, and a table that explains the frequency of data updates for this subscription.

Related Products

  • Annual report
  • Cerulli Edge
  • Cerulli Lodestar

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