Equity Administration Survey
Equity's Leading Analysis of Plan Administration Practices
The Equity Administration Survey is your definitive source for benchmarks and trends in the administration of equity programs worldwide. Brought to you by the NASPP and Deloitte Tax LLP, the survey's findings provide a useful tool to help public companies assess their practices against peers and optimize their plan management with data-driven guidance.
The study's scope spans:
- Administrative policies and procedures
- Insider trading compliance
- Participant education
- Global administration
Next Edition: April 2022 (results expected Fall 2022)
Last Conducted: 2020
Access to Recent Survey Results
This survey was formerly known as the Domestic Stock Plan Administration Survey and was last conducted in 2020. It has been redesigned and streamlined with a new expanded focus inclusive of global plan administration. The 2020 survey and results includes data on ESPPs that will not be covered in the 2022 survey.
2020 survey results are exclusively available to:
- All survey participants
- All NASPP members at participating companies
- NASPP members from service provider companies who were unable to participate in the survey
2020 Survey Highlights
All NASPP members can access highlights of the 2020 survey in the following resources.
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Recent Survey Results
Domestic Stock Plan Administration Survey: Executive Summary
Domestic Stock Plan Administration Survey Section 1: Participant Profile and Methodology
Domestic Stock Plan Administration Survey Section 2: Stock Plan Administration and Communications
Domestic Stock Plan Administration Survey Section 3: Employee Stock Purchase Plans
Domestic Stock Plan Administration Survey Section 4: Insider Trading
Domestic Stock Plan Administration Survey Section 5: Stock Ownership Guidelines