Solution introduction
Peer benchmarking at its best
Benefit from the largest and most robust plan sponsor universe data of its kind. Perform peer comparisons by plan type or asset class and evaluate net and gross performance, asset allocation and key risk metrics
The industry’s largest and most comprehensive tax-exempt plan sponsor peer group dataset
Plan Universe is an interactive tool that enables institutional investors and advisors to tap into the industry’s largest and most comprehensive tax-exempt plan sponsor peer-group data for performance benchmarking, research, and analysis. It provides standard and custom peer-group comparisons of performance, risk, and asset allocations by plan type and size. It comprises over 4,000 institutional plans, representing over US$4 trillion in assets.
Precise peer-group performance benchmarking
- Tap into the industry's largest set of plan data
- Experience the power of true peer benchmarking
- Drill down to the insights you require
- Compare apples-to-apples for true insights
