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2025 US Financial Benchmarks Report
The Financial Benchmarks report includes data from 4,000+ participants of the 2025 US Benefits Strategy & Benchmarking Survey. It’s the third report in the US Workforce Trends Report Series and provides benchmarks for:
- Retirement plan benefits.
- Supporting financial coverages.
The report features top financial wellbeing trends including:
- Financial wellbeing: 47% of employers report an increase in the importance of financial wellbeing in 2025.
- Retirement readiness: 58% have added one or more optional SECURE 1.0/2.0 provisions to date – learn how to improve retirement readiness beyond basic compliance.
- Retirement savings: 56% of 401(k) and 403(b) plans use auto-enrollment, but this is expected to increase as SECURE 2.0 provisions are implemented.
- Integrating retirement planning and financial wellbeing: Employers now include retirement planning in financial wellbeing strategies, linking daily stability to long-term savings.
- Tuition assistance: 67% offer tuition assistance. Learn how this high-impact benefit not only attracts younger employees burdened by student debt but also serves as an investment in upskilling.
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About our Sponsor, Gallagher:
Gallagher is one of the world’s largest insurance brokerage, risk management and consulting firms. As a community insurance broker and trusted local consultant, we help people and businesses move forward with confidence. With more than 52,000 people working around the globe, we’re connected to the places where we do business and to every community we call home. Managing risk with customized solutions and a full spectrum of services, helping you foster a thriving workforce, and always holding ourselves to the highest standards of ethics to help you face every challenge—that’s The Gallagher Way.