CEM has been helping sponsors of DC plans to monitor their investment options and the competitiveness of their plans since 1997. The annual benchmarking process begins with you completing our survey. All participants in our survey receive a free report comparing their results to our survey universe. To see our sample report, click here.
Besides the free report, we offer a detailed BenchmarkDC report. The BenchmarkDC analysis is a powerful tool to demonstrate how well fiduciary duties required by ERISA are being met.
The BenchmarkDC analysis is based on a custom peer group that is selected from CEM's benchmarking database:
- Over 150 corporate and public DC plan sponsors
- Corporate plans include 20% of the Fortune 500
- Plans range in size from $23 million to $36 billion
- $900 Million of DC assets
- Over 7 million plan participants
- Annual performance history since 1997
Our service provides you with:
Comprehensive benchmarking report: Our BenchmarkDC report compares your plan's detailed costs, performance and plan features to your custom peer group and our universe of funds. Our report helps both corporate and public plan sponsors respond to increasing pressure to provide meaningful cost and performance information about their DC plans.
Customized peer group: Your custom peer group is comprised of funds that are similar to your fund in terms of size and unique characteristics. You can also let us know if you would like specific funds included in your peer group.
Trends and Research Insights: Our report provides you with research on performance insights and trends to support decision making. In addition, we also provide up-to-date research articles throughout the year.
On-site presentation of your results: You receive the full benefit of our experience through a personal presentation and discussion of your fund's results.