The JD Power Retirement Plan Digital Experience Study provides an objective assessment of retirement plan participant satisfaction with plan provider digital experiences (desktop/mobile web and mobile app). The study sets a benchmark for leading firms vs. their industry peers. The research and insights examine overall website and mobile app functionality, as well as the relative importance of various features and capabilities to investors.
Benefits
Why subscribe?
Having the right customer information can make a real difference. Our team will provide you with insights into what the data means and how to effectively use it. This is where the true value of an informed investment lies—informed, data-driven action.
Why subscribe?
Having the right customer information can make a real difference. Our team will provide you with insights into what the data means and how to effectively use it. This is where the true value of an informed investment lies—informed, data-driven action.
Experiences Evaluated
Customers surveyed in this analysis answer questions about:
- Logging In
- Account Overview
- Account Management
- Review Investment Performance
- Navigation
- Visual Appeal
- Speed
- Information/Content
You gain outcome metrics, including
- Overall Digital Satisfaction
- Net Promoter Score
- Likelihood to Roll In Assets
- Likelihood to Retain or Rollover assets to current provider
- Impact of Experience on Perception of Employer
Customers surveyed in this analysis answer questions about:
- Logging In
- Account Overview
- Account Management
- Review Investment Performance
- Navigation
- Visual Appeal
- Speed
- Information/Content
You gain outcome metrics, including
- Overall Digital Satisfaction
- Net Promoter Score
- Likelihood to Roll In Assets
- Likelihood to Retain or Rollover assets to current provider
- Impact of Experience on Perception of Employer
Key Dates
2026 U.S. Retirement Plan Digital Satisfaction Milestones
Field Start: May 2026
Publish: September 3, 2026
Press Release: September 9, 2026
2026 U.S. Retirement Plan Digital Satisfaction Milestones
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.
Read our latest press release:
Retirement Plan Digital Experience Press Release
See how our Awards make an impact:
U.S. Retirement Plan Digital Experience Study 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.
Read our latest press release:
Retirement Plan Digital Experience Press Release
See how our Awards make an impact:
U.S. Retirement Plan Digital Experience Study Award Information
Make decisions with confidence.
Subscribers to this study have full access to benchmark reporting, competitor analysis, and more with PowerSource.
Subscribers to this study have full access to benchmark reporting, competitor analysis, and more with PowerSource.
Profiled Brands
2026 Profiled Brands
- ADP Retirement Services
- Alight Solutions
- Ascensus
- Bank of America (including Merrill)
- Charles Schwab
- Corebridge
- Empower Retirement
- Fidelity Investments
- Manulife John Hancock Retirement
- Lincoln Financial Group
- MissionSquare Retirement
- Nationwide
- Paychex
- Principal Financial Group
- T. Rowe Price
- TIAA
- Transamerica
- Vanguard
- Voya Financial
2026 Profiled Brands
- ADP Retirement Services
- Alight Solutions
- Ascensus
- Bank of America (including Merrill)
- Charles Schwab
- Corebridge
- Empower Retirement
- Fidelity Investments
- Manulife John Hancock Retirement
- Lincoln Financial Group
- MissionSquare Retirement
- Nationwide
- Paychex
- Principal Financial Group
- T. Rowe Price
- TIAA
- Transamerica
- Vanguard
- Voya Financial