U.S. Retirement Plan Digital Experience Study
Benchmark the Digital Experiences That Shape Retirement Confidence
The Retirement Plan Digital Experience Study is an on objective, data-driven evaluation of participant satisfaction with retirement plan provider digital experiences—spanning desktop, mobile web, and mobile apps. The study identifies how digital touchpoints influence satisfaction, loyalty, and long-term asset behavior.
What the Study Measures
The Industry Benchmark for Retirement Plan Digital Performance
Evaluates digital experience across eight core dimensions:
• Logging in and account access
• Account overview and visibility
• Account management tools
• Reviewing investment performance
• Navigation across digital interfaces
• Visual appeal of digital platforms
• Speed and responsiveness
• Information and content clarity
Tracks:
• Overall digital satisfaction and engagement
• Net Promoter Score (NPS) and loyalty indicators
• Likelihood to roll in, retain, or rollover assets
• Impact of digital experience on employer perception
Includes:
• Annual rankings and opportunity to license awards
• Screenshots and qualitative analysis of top performers—highlighting best practices that drive the strongest online and mobile experiences
• Performance dashboard benchmarking each brand’s performance across indices, dimensions, and KPIs
How It Works
How the Retirement Digital Experience Study Works
• Evaluates participant experience across desktop, mobile web, and mobile apps
• Measures satisfaction with usability, tools, and account management features
• Tracks impact of digital experience on engagement and asset behavior
• Segments results by participant profile and plan usage
Core Strengths
Better Experience, Stronger Confidence
• Identifies reliance on digital channels for retirement engagement
• Highlights impact of usability on confidence and decision-making
• Reveals risks of poor UX on rollovers and engagement
• Shows how strong UX drives satisfaction and outcomes
Business Impact
Turn Digital Investment Into Growth
• Identifies where digital platforms excel or fall short vs peers
• Strengthens participant loyalty and reduces rollover losses
• Clarifies which digital features most impact satisfaction and retention
• Increases contributions, engagement, and long-term asset growth
• Improves employer perception of provider value
Key Dates
2026
Field Start: May 2026
Publish: September 3, 2026
Press Release: September 9, 2026
Press Release & Award Information
JD Power will issue a national press release featuring key findings, trends, and brand rankings from the study. Only brands that meet JD Power’s research criteria will be ranked. Brands that rank highest in their segment and meet award criteria may promote their award through the JD Power licensing program—available exclusively to study subscribers.
Who should use it
Designed for Leaders Driving Retirement Engagement
• Retirement plan product leaders
• Digital UX/UI teams
• Participant experience leaders
• Participant engagement and education teams
• Retirement marketing and brand managers
• Strategy and innovation teams
PowerSource
Insights Available at a Touch of a Button
Subscribers to this study have full access to benchmark reporting, competitor analysis, and more with PowerSource.
