The Total View: Retirement Plan Trends report

One of the most comprehensive reports on retirement plans, The Total View provides insight into the ever-evolving trends in the retirement industry and their potential impact on retirement plan sponsors and their participants.

2011 Key Trends

A message from Greg Burrows, Sr. Vice President, Retirement & Investor Services–the Principal Financial Group^®, about some of the key trends found in The Total View 2011 report.

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See full disclosure information (PDF: 13 KB).

2011 Fast Facts

A quick two-page snapshot of some key findings from The Total View 2011 report.

» View 2011 Fast Facts (PDF: 194 KB)

Previous Versions

2009 Full Report (PDF: 2.71 MB)

2009 Analysis Only (PDF: 1.78 MB)
2009 Charts & Graphs Only (PDF: 1.59 MB)
2009 Fast Facts (PDF: 195 KB)

2007 Total View (PDF: 1.7 MB)
2006 Total View (PDF: 400 KB)
2005 Total View (PDF: 3.85 MB)

More about The Total View

The Total View is published every other year. However, data is still collected on an annual basis to provide information for trending. This report is based on an analysis of proprietary data of The Principal^®, one of the nation's retirement leaders and providers* of total retirement solutions, across four core retirement plan designs: defined contribution, including 401(k) and 403(b), defined benefit, nonqualified and employee stock ownership plans (ESOP), in addition to third-party research. All information and charts not sourced are based on data from retirement plans receiving administrative services from The Principal^®.

* #1 provider for 401(k) plans, Investment Advisor Magazine, November 2010. #1 provider of total DB plans serviced, Investment Advisor Magazine, November 2010. #1 recordkeeper of ESOP plans, based on the number of plans, PLANSPONSOR Recordkeeping Survey June 2011, and a leading provider of nonqualified deferred compensation plans, 2010 PLANSPONSOR NQDC Buyer's Guide.

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