2025 KPIs & 2024 Results
2025 Performance
On Aug 6, 2026, the Center for Retirement Research at Boston College released updated data that includes fiscal year 2025 performance for 75% of public pension funds. Some plans with a fiscal year ending 12-31-2025 will be released when that information becomes available.
Market Benchmarks 2025
The key investment performance benchmarks utilized by Basis Point for evaluating investment performance include the S&P 500, the US Aggregate Bond Index, and the All Country World Index (with US). For fiscal year 2025, the average 1 year rate of return (ROR) rose to 10.58%, an increase from 10.28% in 2024, as highlighted in the pension ranking report regarding public pension funds.
2025 1 Year ROR Results
Controlling Investment Costs
The key components that you control are your asset allocation and investment expenses. Although not all plans have reported for 2025, the average investment expense stands at 44 basis points, which is slightly lower than the 2024 expense of 48 basis points, as indicated in the latest pension ranking report. Our analysis of public pension funds demonstrates a weak negative correlation between investment expenses and the investment performance benchmarks achieved.
51 bps
Avg Investment Expense 2025
48 bps
Avg Investment Expense 2024
Fund Performance 2024
Our pension ranking report evaluates your fund's investment performance against market benchmarks, scoring it from 1 (Best) to 219 (Lowest). This ranking is derived from our proprietary formula, honed through years of research, and is based on the weighted performance of your fund over 1, 5, and 10 years in relation to market benchmarks specific to your fiscal month-end.
2024 Fund Reports
Contact us for a free copy of your 2024 Benchmark Report, which includes insights on investment performance benchmarks and details from the pension ranking report for public pension funds.