The benchmarking process begins with you providing information about your 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.


We take your information and:

• Provide you with preliminary instant benchmarking results (if data sent online) [link to welcome page].
• Custom select a peer group based on your plan's size and unique characteristics.
• Provide you with a comprehensive analysis that compares your plan's results to your peers and the universe.
• Give you the full benefit of our experience through a personal presentation of your plan's results.
• Invite you to attend the Annual CEM Client Conference, a valuable learning and sharing experience with other fund sponsors.