Custom DC Plan Benchmarks for Ambulatory Health Care Services

This technical report presents benchmarks for defined contribution (DC) plans specifically within the ambulatory health care services sector, as sourced from Vanguard data as of December 31, 2024. It categorizes the data based on participant numbers, asset amounts, and fund options available to plans with fewer than 250 participants and those with 250 or more participants. The report details the average and median number of participants and assets, alongside the types of investment options offered and utilized by participants. It outlines participant balances, equity exposure, and the allocation of assets and contributions across various funds. Additionally, the report includes statistics on automatic enrollment options and participation rates, providing a comprehensive view of the investment landscape for DC plans in this industry. The findings aim to assist institutional investors in understanding the performance and structure of DC plans in the ambulatory health care services sector.