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Plan Universe

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

  • Editorial Team
  • November 3, 2021
  • 1 minute

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 $4 trillion in assets.

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