This study updates SHRMs prior benchmarking studies from 2022, reflecting the latest trends and priorities in the HR landscape.
n expert guide to industry benchmarking in 2026, with definitions, examples, and best practices to improve performance and make smarter business decisions.

As we can see from the illustration, Industry Benchmarking Studies has many fascinating aspects to explore.
Fielded from January to March 2025, the study contains self-reported data from 1,288 firms that custody their assets with Schwab and represents over $2.4 trillion in assets under management, making this the leading study in the RIA industry.

Fielded from January to March 2024, the study contains self-reported data from 1,304 firms that custody their assets with Schwab and represents $2 trillion in assets under management, making this the leading study in the RIA industry.

What is Benchmarking? Click inside to find the definition, examples and how to perform one for your company.
Learn how to use financial benchmarking to compare company performance against peers and industry standards. Explore methods, metrics, and case insights.