Investor Research: EBRI/ICI 401(k) Investor Database
EBRI/ICI 401(k) Investor Database
- Target Date Funds: Evidence Points to Growing Popularity and Appropriate Use by 401(k) Plan Participants (pdf)
Sep 9, 2021
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2018 (pdf)
Mar 4, 2021
- What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2010–2018 (pdf)
Oct 1, 2020
- What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2010–2016 (pdf)
Nov 6, 2018
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2016 (pdf)
Sep 10, 2018
- What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Account Balances, 2010–2015 (pdf)
Oct 24, 2017
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2015 (pdf)
Aug 3, 2017
- What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Account Balances, 2010–2014 (pdf)
Sep 8, 2016
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2014 (pdf)
Apr 28, 2016
- What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Account Balances, 2007–2013 (pdf)
Sep 15, 2015
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2013 (pdf)
Dec 18, 2014
- What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Account Balances, 2007–2012 (pdf)
Jul 31, 2014
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2012 (pdf)
Dec 23, 2013
- 401(k) Participants in the Wake of the Financial Crisis: Changes in Account Balances, 2007-2011 (pdf)
Oct 17, 2013
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2011 (pdf)
Dec 20, 2012
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2010 (pdf)
Dec 21, 2011
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2009 (pdf)
Nov 22, 2010
- 401(k) Asset Allocation, Account Balances, and Loan Activity, 2008 (pdf)
Oct 6, 2009
- What Does Consistent Participation in 401(k) Plans Generate? (pdf)
Jul 14, 2009
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2007 (pdf)
Dec 18, 2008
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2006 (pdf)
Jul 31, 2007
- 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
- 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
- The Influence of Automatic Enrollment, Catch-Up, and IRA Contributions on 401(k) Accumulations at Retirement (pdf), July 2005
Jul 12, 2005
- 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
- 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
- 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
- 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
- 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
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 1999 (pdf), January 2001
Jan 1, 2001
- 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
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity (pdf), January 1999
Jan 1, 1999
