Using our unique database, CEM has benchmarked the cost and performance of Defined Contribution Plans since 1997. Our database comprises over 90 plans representing over $500 billion in assets and over 8 million participants.


The benchmarking process begins with you providing information about plan's costs and performance. This can be done online using our new DC/401(k) Benchmarking Tool, or on paper survey. The online Tool is easy to use, has online data checks as well as instant preliminary benchmarking results! Click here to view sample instant results.


Our Defined Contribution Fiduciary Oversight Report helps both corporate and public plan sponsors respond to increasing pressure to provide meaningful cost and performance information about their Defined Contribution plans.

We do this by benchmarking your plan versus a custom selected peer group. Why? Because size greatly impacts your costs. Using our unique methodology, we use your informaiton to provide you with:
  • A Customized Peer Group. We select a customized peer group of 15-20 plans, based on your plan's size and unique characteristics.
  • A Comprehensive Analysis. The report compares your plan's detailed costs, performance and plan features to your peers and the survey universe.
  • Research. Our comprehensive report contains research that presents trends and performance insights that supports decision making. We also provide you with up-to-date research articles.
  • An On-Site Presentation of Your Results. You receive the full benefit of our experience through a personal presentation of your plan's results.


Contact Mike Heale at 416-369-0468 or mike@cembenchmarking.com for more information.