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What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances and Asset Allocations, 2016–2022 (pdf)

August 27, 2024

Supplemental Tables: The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2023 (xlsx)

July 16, 2024

The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2023 (pdf)

July 16, 2024

The Closed-End Fund Market, 2023 (pdf)

May 14, 2024

Supplemental Tables: The Closed-End Fund Market, 2023 (xlsx)

May 14, 2024

What US Households Consider When They Select Mutual Funds, 2023 (pdf)

April 30, 2024

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

April 30, 2024

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

April 30, 2024

Supplemental Tables: Trends in the Expenses and Fees of Funds, 2023 (xls)

March 21, 2024

Trends in the Expenses and Fees of Funds, 2023 (pdf)

March 21, 2024