Reference Point

Real data and actionable insights—to help you deliver better outcomes

How does activity in your plan compare to trends across the TRPI participant population? Our annual Reference Point report breaks down data from the previous year to:

  • Provide benchmarking for plans
  • Highlight key trends
  • Share analysis from TRPI experts

Key Insights

See what our retirement thought leaders are monitoring in our key insights executive summary.

Download key insights

Full Report

Take a deeper dive into our participant research to compare trends, challenges, or opportunities in your plan with data from all plans.

Get the full report

Contact your TRPI representative to find out how we can take your plan to the next level.

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TRPI Retirement Plan Services, Inc., its affiliates, and its associates do not provide legal or tax advice. Any tax-related discussion contained in this website (including all links) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding any tax penalties or (ii) promoting, marketing, or recommending to any other party any transaction or matter addressed herein. Please consult your independent legal counsel and/or professional tax advisor regarding any legal or tax issues raised on this website.

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