Benchmark your 401(k) plan against your peers
Help drive participant outcomes, optimize costs, and identify potential risks with a DC Diagnostic.
A customized assessment of your plan design, investments, fees, and participant outcomes — benchmarked against industry peers and Mercer best practices to help deliver clear, prioritized considerations.
Mercer’s DC Diagnostic provides an independent review of how your plan compares across design, investment structure, cost and oversight — helping you strengthen governance, drive retirement readiness and identify potential opportunities for fee savings.*
What the DC Diagnostic offers
See how your plan compares.
Supporting employers with their retirement prorgrams
$16.2 trillion in global assets under advisement1
$692 billion in global assets under management2
986 DC plan clients3
1 As of June 30, 2025. The assets under advisement data (AUA Data) reported here include aggregated assets under advisement for Mercer Investments LLC [and its affiliated companies globally (Mercer)]. The AUA Data has been derived from a variety of sources, including, but not limited to, third-party custodians, record keepers, or investment managers, regulatory filings, and client self-reported data. Mercer has not independently verified the data sourced from third parties in compiling the AUA Data. Where available, the AUA Data are provided as of the date indicated (the Reporting Date). To the extent information was not available as of the Reporting Date; information from a date closest in time to the Reporting Date, which may be of a date more or less recent in time than the Reporting Date, was included in the AUA Data. The AUA Data include assets of clients that have engaged Mercer to provide ongoing advice, clients that have engaged Mercer to provide project-based services at any time within the 12-month period ending on the Reporting Date, as well as assets of clients that subscribe to Mercer’s Manager Research database delivered through the MercerInsight® platform as of the Reporting Date.
2 As of December 31, 2025. The assets under management data (the AUM Data) reported here include aggregated assets for which Mercer Investments LLC [and its global affiliates] provide discretionary investment management services as of the dates indicated. With respect to certain commitment-based private funds managed by Mercer Investments LLC or its global affiliates, the AUM data includes committed but uncalled capital, which may also be reflected in client assets otherwise managed by Mercer Investments LLC or its global affiliates. The AUM Data reported here may differ from regulatory assets under management reported in the Form ADV for Mercer Investments. For regulatory assets under management, please see the Form ADV for Mercer Investments which is available upon request by contacting Compliance Department, Mercer Investments 99 High Street, Boston, MA 02110.
3 Investment advisory, OCIO, Consulting, Mercer Wise 401(k) and Mercer Wise PEP clients as of March 2025.
Manage your plan with clarity and confidence.
Risk and reward goes beyond your DC plan
Defined contribution plans are just one part of your organization’s total rewards and risk picture. Our capabilities could allow you to go further to help manage cost and drive outcomes for your employees.
Mercer’s Strategic Risk and Rewards Insights (SRRI) help organizations combine related risks into a clear strategy, potentially improving collaboration and aligning with both short- and long-term business objectives.
SRRI examines interconnected areas including:
- Health and benefits
- Retirement programs
- Compensation, talent, and workforce strategy
- Workers’ safety and risk avoidance
- Cyber risk
For organizations seeking a broader view of workforce-related cost and risk, SRRI provides a broader, enterprise-wide assessment.
A partner to your portfolio
In the increasingly complex world of investments, we believe having a partner who understands the specific needs of long-term savings plans is key to seeking to unlock the full potential of investment portfolios.
We partner with thousands of retirement and long-term savings plans, supporting plan participants by collaborating with fiduciaries and plan sponsors to build investment strategies designed to meet your objectives, manage risk, provide better value and help deliver improved reporting.
From strategic advice and research to implementation and direct investments in global securities, we help deliver customized portfolios tailored to your goals, underpinned by our investment advisory heritage and deep global market knowledge.
As a partner to your portfolio, we work to align your retirement plan strategy with your overall business strategy, so you, and your plan participants, can prepare for the future with confidence.