Home Research & Statistics Perspective
2013
- The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2012 (pdf) Jun 12, 2013
- Trends in the Expenses and Fees of Mutual Funds, 2012 (pdf) Apr 11, 2013
- Ownership of Mutual Funds Through Investment Professionals, 2012 (pdf) Feb 28, 2013
- Money Market Mutual Funds, Risk, and Financial Stability in the Wake of the 2010 Reforms (pdf) Jan 15, 2013
2012
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2011 (pdf) Dec 20, 2012
- The Role of IRAs in U.S. Households' Saving for Retirement, 2012 (pdf) Dec 17, 2012
- Appendix: Additional Data on IRA Ownership in 2012 (pdf) Dec 16, 2012
- Characteristics of Mutual Fund Investors, 2012 (pdf) Nov 20, 2012
- Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2012 (pdf) Nov 20, 2012
- A Look at Private-Sector Retirement Plan Income After ERISA, 2011 (pdf) Oct 22, 2012
- Supplemental Tables: A Look at the Private-Sector Retirement Plan Income After ERISA, 2011 (xls) Oct 21, 2012
- Who Gets Retirement Plans and Why, 2011 (pdf) Sep 26, 2012
- Supplemental Tables: Who Gets Retirement Plans and Why, 2011 (xls) Sep 25, 2012
- Commodity Markets and Commodity Mutual Funds (pdf) May 9, 2012
- Trends in the Expenses and Fees of Mutual Funds, 2011 (pdf) Apr 23, 2012
- The Closed-End Fund Market, 2011 (pdf) Mar 20, 2012
2011
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2010 (pdf) Dec 21, 2011
- A Look at Private-Sector Retirement Plan Income After ERISA, 2010 (pdf) Dec 6, 2011
- Supplemental Tables for “A Look at Private-Sector Retirement Plan Income After ERISA, 2010” (xls) Dec 5, 2011
- The Role of IRAs in U.S. Households' Saving for Retirement, 2011 (pdf) Nov 17, 2011
- Appendix: Additional Data on IRA Ownership in 2011 (pdf) Nov 16, 2011
- Who Gets Retirement Plans and Why, 2010 (pdf) Oct 31, 2011
- Supplemental Tables for “Who Gets Retirement Plans and Why, 2010” (xls) Oct 26, 2011
- Characteristics of Mutual Fund Investors, 2011 (pdf) Oct 13, 2011
- Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2011 (pdf) Oct 13, 2011
- The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2010 (pdf) Jun 29, 2011
- Trends in the Fees and Expenses of Mutual Funds, 2010 (pdf) Mar 24, 2011
- Who Gets Retirement Plans and Why: An Update (pdf) Mar 24, 2011
- The Closed-End Fund Market, 2010 (pdf) Mar 18, 2011
2010
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2009 (pdf) Nov 22, 2010
- A Look at Private-Sector Retirement Plan Income After ERISA (pdf) Nov 18, 2010
- Appendix: A Look at Private-Sector Retirement Plan Income After ERISA (pdf) Nov 17, 2010
- Trends in Proxy Voting by Registered Investment Companies, 2007-2009 (pdf) Nov 11, 2010
2008
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2007 (pdf) Dec 18, 2008
- Who Gets Retirement Plans and Why (pdf) Oct 3, 2008
- Appendix: Who Gets Retirement Plans and Why (pdf) Oct 3, 2008
- Proxy Voting by Registered Investment Companies: Promoting the Interests of Fund Shareholders (pdf) Jul 10, 2008
2006
- 401(k) Plans: A 25-Year Retrospective (pdf) Nov 6, 2006
- Appendix: Additional Information for a 25-Year 401(k) Retrospective (pdf), November 2006 Nov 5, 2006
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2005 (pdf), August 2006 Aug 24, 2006
- Appendix: Additional Figures for the EBRI/ICI Participant-Directed Retirement Plan Data Collection Project for Year-End 2005 (pdf), August 2006 Aug 23, 2006
2005
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2004 (pdf), September 2005 Sep 28, 2005
- Appendix: Additional Figures for the EBRI/ICI Participant-Directed Retirement Plan Data Collection Project for Year-End 2004 (pdf), September 2005 Sep 27, 2005
- Are S&P 500 Index Mutual Funds Commodities? (pdf), August 2005 Aug 9, 2005
- The Influence of Automatic Enrollment, Catch-Up, and IRA Contributions on 401(k) Accumulations at Retirement (pdf), July 2005 Jul 12, 2005
- The Individual Retirement Account at Age 30: A Retrospective (pdf), February 2005 Feb 11, 2005
2004 and Earlier
- Appendix: Additional Figures for the EBRI/ICI Participant-Directed Retirement Plan Data Collection Project for Year-End 2003 (pdf), August 2004 Aug 9, 2004
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2003 (pdf), August 2004 Aug 9, 2004
- Mutual Fund and Economic Developments in 2003 (pdf), March 2004 Mar 29, 2004
- The Expenses of Defined Benefit Pension Plans and Mutual Funds (pdf), December 2003 Dec 31, 2003
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2002 (pdf), September 2003 Sep 12, 2003
- Appendix: Additional Figures for the EBRI/ICI Participant-Directed Retirement Plan Data Collection Project for Year-End 2002 (pdf), September 2003 Sep 11, 2003
- Mutual Fund Independent Directors: A Model for Corporate America? (pdf), August 2003 Aug 11, 2003
- Mutual Fund Distribution Channels and Distribution Costs (pdf) Jul 11, 2003
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2001 (pdf), March 2003 Feb 25, 2003
- Appendix: Additional Figures for the EBRI/ICI Participant-Directed Retirement Plan Data Collection Project for Year-End 2001 (pdf), March 2003 Feb 24, 2003
- Mutual Fund Industry Developments in 2002 (pdf), February 2003 Feb 20, 2003
- Can 401(k) Accumulations Generate Significant Income for Future Retirees? (pdf), November 2002 Nov 30, 2002
- Appendix: EBRI/ICI 401(k) Accumulation Projection Model (pdf), November 2002 Nov 29, 2002
- The Regulation of Operational Risk in Investment Management Companies (pdf), September 2002 Sep 1, 2002
- Mutual Fund Industry Developments in 2001 (pdf), February 2002 Jan 1, 2002
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2000 (pdf), November 2001 Nov 1, 2001
- Contribution Behavior of 401(k) Plan Participants (pdf), October 2001 Oct 1, 2001
- The Potential Effects of More Frequent Portfolio Disclosure on Mutual Fund Performance (pdf), June 2001 Jun 1, 2001
- Mutual Fund Assets and Flows in 2000 (pdf), February 2001 Feb 1, 2001
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 1999 (pdf), January 2001 Jan 1, 2001
- The 1990s: A Decade of Change and Expansion in the U.S. Mutual Fund Industry (pdf), July 2000 Jul 1, 2000
- Mutual Fund Assets and Flows in 1999 (pdf), February 2002 Feb 1, 2000
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 1998 (pdf), January 2000 Jan 2, 2000
- Appendix: 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 1997 (pdf), January 2000 Jan 1, 2000
- Operating Expense Ratios, Assets, and Economies of Scale in Equity Mutual Funds (pdf), December 1999 Dec 1, 1999
- Mutual Fund Costs, 1980-1998 (pdf), September 1999 Sep 1, 1999
- Total Shareholder Cost of Bond and Money Market Mutual Funds (pdf), March 1999 Mar 1, 1999
- Mutual Fund Developments in 1998 (pdf), February 1999 Feb 1, 1999
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity (pdf), January 1999 Jan 1, 1999
- Trends in the Ownership Cost of Equity Mutual Funds (pdf), November 1998 Nov 1, 1998
- U.S. Emerging Market Equity Funds and the 1997 Crisis in Asian Financial Markets (pdf), June 1998 Jun 1, 1998
- Mutual Fund Developments in 1997 (pdf), March 1998 Mar 1, 1998
- Stock Markets, Economic Development, and Capital Control Liberalization (pdf), December 1997 Dec 1, 1997
- Selected Issues in International Taxation of Retirement Savings (pdf), August 1997 Aug 1, 1997
- Continuing a Tradition of Integrity (pdf), July 1997 Jul 1, 1997
- Growth and Development of Bond Mutual Funds (pdf), June 1997 Jun 1, 1997
- Mutual Fund Developments in 1996 (pdf), March 1997 Mar 1, 1997
- U.S. Emerging Market Funds: Hot Money or Stable Source of Investment Capital (pdf), December 1996 Dec 1, 1996
- Helping America Save for the Future (pdf), June 1996 Jun 1, 1996
- Investing the Assets of the Social Security Trust Fund in Equity Securities (pdf), May 1996 May 1, 1996
- The Coming Crisis in Social Security (pdf), April 1996 Apr 1, 1996
- Mutual Fund Shareholder Activity During U.S. Stock Market Cycles, 1944-95 (pdf), March 1996 Mar 1, 1996
- Mutual Fund Regulation: Forging a New Federal and State Partnership (pdf), January 1996 Jan 1, 1996
- Improving Mutual Fund Risk Disclosure (pdf), November 1995 Nov 1, 1995
- Mutual Fund Shareholder Response to Market Disruptions (pdf), July 1995 Jul 1, 1995
ICI Research Fundamentals
- The Role of IRAs in U.S. Households' Saving for Retirement, 2010 (pdf) Dec 1, 2010
- Appendix: Additional Data on IRA Ownership in 2010 (pdf) Dec 1, 2010
- Characteristics of Mutual Fund Investors, 2010 (pdf) Sep 28, 2010
- Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2010 (pdf) Sep 28, 2010
- The Economics of Providing 401(k) Plans, 2009 (pdf) Sep 16, 2010
- The Closed-End Fund Market, 2009 (pdf) Jun 10, 2010
- The U.S. Retirement Market, 2009 (pdf) May 6, 2010
- Trends in the Fees and Expenses of Mutual Funds, 2009 (pdf) Apr 13, 2010
- The Role of IRAs in U.S. Households Saving for Retirement, 2009 (pdf) Jan 21, 2010
- IRA Appendix: Additional Data on IRA Ownership in 2009 (pdf) Jan 21, 2010
