Investor Research

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2022 (pdf)

Supplemental Tables: 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2022 (xlsx)

How 401(k) Plan Participants Use Loans over Time: An Analysis of Loan Activity of Consistent 401(k) Plan Participants, 2016–2020 (pdf)

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2019 (pdf)

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2018 (pdf)

What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2010–2018 (pdf)

What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2010–2016 (pdf)

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2016 (pdf)

What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Account Balances, 2010–2015 (pdf)

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2015 (pdf)

What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Account Balances, 2010–2014 (pdf)

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2014 (pdf)

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2013 (pdf)

What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Account Balances, 2007–2012 (pdf)

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2012 (pdf)

401(k) Participants in the Wake of the Financial Crisis: Changes in Account Balances, 2007-2011 (pdf)

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2011 (pdf)

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2010 (pdf)

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2009 (pdf)

401(k) Asset Allocation, Account Balances, and Loan Activity, 2008 (pdf)

What Does Consistent Participation in 401(k) Plans Generate? (pdf)

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2007 (pdf)

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2006 (pdf)

Appendix: Additional Information for a 25-Year 401(k) Retrospective (pdf)

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2005 (pdf)

Appendix: Additional Figures for the EBRI/ICI Participant-Directed Retirement Plan Data Collection Project for Year-End 2005 (pdf)

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2004 (pdf)

Appendix: Additional Figures for the EBRI/ICI Participant-Directed Retirement Plan Data Collection Project for Year-End 2004 (pdf)

The Influence of Automatic Enrollment, Catch-Up, and IRA Contributions on 401(k) Accumulations at Retirement (pdf), July 2005

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2003 (pdf)

Appendix: Additional Figures for the EBRI/ICI Participant-Directed Retirement Plan Data Collection Project for Year-End 2003 (pdf)

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2002 (pdf)

Appendix: Additional Figures for the EBRI/ICI Participant-Directed Retirement Plan Data Collection Project for Year-End 2002 (pdf)

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2001 (pdf)

Appendix: Additional Figures for the EBRI/ICI Participant-Directed Retirement Plan Data Collection Project for Year-End 2001 (pdf)

Can 401(k) Accumulations Generate Significant Income for Future Retirees? (pdf)

Appendix: EBRI/ICI 401(k) Accumulation Projection Model (pdf)

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2000 (pdf)

Contribution Behavior of 401(k) Plan Participants (pdf)

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 1999 (pdf)

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 1998 (pdf)

Appendix: 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 1997 (pdf)

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