The Q3 2025 Confluence Plan Universe Report – the highly granular analytics tool for plan sponsors with data sourced directly from over 4,000 institutions – reported another strong quarter for defined benefit plans with a median return of 4.43%. Year-to-date, the median defined benefit plan return of 10.72% is 40 basis points ahead of Q3 2024 and represents the strongest year-to-date performance in Q3 since 2019.
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Brendan Cooper
Head of Client Consulting & Research
Investment Metrics, a Confluence Company
Confluence is a leading global technology solutions provider committed to helping the investment management industry solve complex data challenges across the front, middle, and back offices. From data-driven portfolio analytics to compliance and regulatory solutions, including investment insights and research, Confluence invests in the latest technology to meet the evolving needs of asset managers, asset owners, asset servicers, and asset allocators to provide best-of-breed solutions that deliver maximum scalability, speed, and flexibility, while reducing risk and increasing efficiency. Headquartered in Pittsburgh, PA, with 750+ employees in 15 offices across the United Kingdom, Europe, North America, South Africa, and Australia, Confluence services over 1000 clients in more than 40 countries.