JD Power Study Links Retirement Plan Digital Experience to Engagement

Industry
โดย Business Wire·US·Read original
Summary · why it matters

A new JD Power study finds that seamless digital experiences with retirement plan websites and mobile apps directly boost employee engagement, asset retention, and employer perception. The 2026 U.S. Retirement Plan Digital Experience Study shows that employees with the highest digital satisfaction—scoring 801 or higher—are 49% more likely to view their employer favorably, 50% more likely to roll over outside assets, and 60% more likely to keep assets with their current provider after changing jobs. Mobile apps outperform websites by 53 points, with average satisfaction scores of 724 versus 671, driven by faster, more personalized experiences. Security ranks as the top-performing attribute, while predictive tools lag. Bank of America, including Merrill, leads both website and app satisfaction with scores of 775 and 804, respectively, followed by Charles Schwab and Vanguard. The study, based on 6,634 participants, was released by JD Power on September 9, 2026.

Impact on stocks 2

Financials▲ · 1 stocks
Bank of America Corp
BAC
▲ PositiveDemandrelevance

Bank of America leads both website and app satisfaction scores, boosting engagement and asset retention.

Digital Finance & Tokenization▲ · 1 stocks
Charles Schwab Corp
SCHW
▲ PositiveDemandrelevance

Charles Schwab follows in satisfaction scores, benefiting from improved digital experience.

Off-coverage companies 2

J.D. PowerPrivate▲ Positive
relevance

JD Power released the study, highlighting its research and brand.

The Vanguard Group, Inc.Private▲ Positive
Demandrelevance

Vanguard follows in satisfaction scores, benefiting from improved digital experience.

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