DC Sample Analysis

By: Cem Benchmarking  09-12-2011

Your fiduciary responsibility
Ensure that your investment options continue to be appropriate and prudent choices for your plan.

Our analysis
We measure the return, value added, risk and cost for each of your investment options. Your results are then compared to your peer group and the universe.

Plan Design Competitiveness

If one of your goals is to provide your participants with a competitive and valued plan, you should know how your plan design compares to that of other plans and how they have changed over time. Our analysis includes an assessment of your plan’s competitiveness to your peers and our universe and takes into consideration whether the plan is your employees’ primary benefit or whether it supplements a DB plan.  Some of the plan features that we examine include:

Employee participation and contribution rates:  Are your plan's participation and contribution rates increasing? 

Company stock:  Is your policy concerning investment in company stock in line with that of other plans?

Default investment option:  What is your default investment option and how does it compare to other plans?

Customer service:  Are your customer service, communication and education efforts in line with those of other plans?

Employer contribution and matching policies:  Are your policies competitive relative to other plans?

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Other products and services from Cem Benchmarking


Sample Analysis

It is a function of your asset risk, the volatility of your marked-to-market liabilities and the correlation between the two. In which asset classes did you add the most value and how did it compare to other funds. Our analysis compares your value added at both the total fund and asset class levels. Detailed cost comparisons show you where you are paying more or less than your peers.


DC Benchmarking

Comprehensive benchmarking report: Our DC Fiduciary Oversight 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.


Investment Benchmarking

Our analysis provides an independent, objective, multi-year review of your fund's overall investment performance, risk and costs compared to your custom peer group and our universe. The annual benchmarking process begins with you completing our comprehensive survey about investment holdings, performance and cost. Trends and research insights: Our report provides you with research on performance insights and trends to support decision making.



CEM is an independent provider of objective and actionable benchmarking information for large pools of capital including pension funds, endowments/foundations and sovereign wealth funds. We specialize in benchmarking cost and performance of investments and administration, making ‘apples-to-apples' comparisons and providing insights into best practices.


Service Benefits - benefits

Communicate performance to stakeholders: Benchmarking enables you to demonstrate and communicate performance to boards, members, staff and other stakeholders through an independent third party. Understand and manage cost: Detailed cost comparisons show you precisely where you are paying more, or less, than your peers. It will help you manage performance by developing realistic goals in the areas of investment performance, risk and costs.