Q4 2022 Plan Universe Allocation & Return Analysis

Latest update on Defined Benefits plan performance.

Defined benefit plan performance ended 2022 favorably, with a Q4 median return of 5.18%—finally breaking its negative performance streak from the past three quarters. Our latest report reviews performance trends by plan type and uncovers how allocations stacked up in 2022.

Download the Q4 2022 Plan Universe Allocation & Return Analysis to gain timely insight into:

  • How defined benefit plan performance stacks up vs prior years
  • Equity vs fixed income returns—and how plans are shifting allocations
  • Which asset class and allocation performed best for the defined benefit portfolio
  • How plan types are doing when it comes to asset protection
Access the data you need to know from 2022 so you can make the right allocation decisions in 2023.

Investment Metrics Plan Universe is the industry’s most granular analytics tool for plan sponsors including standard and custom peer group comparisons of performance, risk, and asset allocations by plan type and size. The data is sourced directly from our reporting and analytics solution that is relied on by leading investment consultants, advisors and asset owners, representing over 4,000 institutional plans and $4T in assets. Updated three times every quarter, the data includes 20+ years’ history on institutional investment plans.


About the Author:

Brendan Cooper
Senior Consultant, Research & Market Intelligence Group
Investment Metrics

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