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News Release

EBRI/ICI Study Shows 401(k) Participants’ Asset Allocations Favor Investment in Equities

November 29, 2022—According to a new joint study from the Employee Benefit Research Institute (EBRI)...
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Perspective

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2020 (pdf)

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Perspective

Supplemental Tables: 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2020 (xlsx...

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ICI Viewpoints

IRA Investors Are Concentrated in Lower-Cost Mutual Funds

Individual retirement accounts (IRAs) represent the largest share of assets in the US retirement...
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ICI Viewpoints

Running 401(k)

Have you ever thought about running 401K? I know what you’re thinking—that’s almost 10 marathons...
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Perspective

Supplemental Tables: 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2019 (xls)

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Perspective

Changes in 401(k) Plan Asset Allocation Among Consistent Participants, 2010–2018 (pdf)

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FAQ

401(k) Plan Research: FAQs

Frequently Asked Questions About 401(k) Plan Research How large are 401(k)s? As of June 30, 2021...
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ICI Viewpoints

IRA Investors Are Concentrated in Lower-Cost Mutual Funds

Individual retirement accounts (IRAs) represent the largest share of assets in the US retirement...