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ICI Research Reports

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Research

IRA Investors in Mutual Funds Concentrate Their Assets in Lower-Cost Mutual Funds (pdf)

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Research

Ten Important Facts About IRAs (pdf)

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The IRA Investor Profile: Roth IRA Investors’ Activity, 2010–2020 (pdf)

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Supplemental Tables: The IRA Investor Profile: Roth IRA Investors’ Activity, 2010–2020 (xlsx)

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The BrightScope/ICI Defined Contribution Plan Profile: A Close Look at ERISA 403(b) Plans, 2020 (pdf...

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Research

Five Important Points on Mutual Fund Fees and Expenses (pdf)

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The IRA Investor Profile: Traditional IRA Investors’ Activity, 2010–2020 (pdf)

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Research

Supplemental Tables: The IRA Investor Profile: Traditional IRA Investors’ Activity, 2010–2020 (xlsx)

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Research

American Views on Defined Contribution Plan Saving, 2023 (pdf)