2025 Public Pension Plan Data is now available
Expert Pension and Investment Performance Advice


Key performance report including 1, 5 and 10 year rates of return benchmarked against peers and market indices. Investment expense benchmarked against peers with impact on fund. This is the report every fund review should begin with. The report is 2 pages per plan, the image to the left is an actual screenshot of the first page of a two page report.


Key performance report including 1, 5 and 10 year rates of return benchmarked against peers and market indices. Investment expense benchmarked against peers with impact on fund. This is the report every fund review should begin with. The report is 2 pages per plan, the image to the left is an actual screenshot of the first page of a two page report.


Key performance report including 1, 5 and 10 year rates of return benchmarked against peers and market indices. Investment expense benchmarked against peers with impact on fund. This is the report every fund review should begin with. The report is 2 pages per plan, the image to the left is an actual screenshot of the first page of a two page report.


Key performance report including 1, 5 and 10 year rates of return benchmarked against peers and market indices. Investment expense benchmarked against peers with impact on fund. This is the report every fund review should begin with. The report is 2 pages per plan, the image to the left is an actual screenshot of the first page of a two page report.
Sample Actual 2025 Benchmark Report
This is a redacted 2 page benchmark report for an $81 billion pension fund. Note that this fund had a lower than average 1 year return (red) but has a 24 basis point lower than average investment expense.
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