The bulk of 401(k) assets were invested in stocks. On average, at year-end 2019, 68 percent of 401(k) participants’ assets were invested in equity securities through equity funds, the equity portion of balanced funds, and company stock. Twenty-nine percent of assets were in fixed-income...

This paper provides an update of a longitudinal analysis of 401(k) plan participants drawn from the EBRI/ICI 401(k) database. Because the annual cross sections cover participants with a wide range of participation experience in 401(k) plans, meaningful analysis of the potential for 401(k)...

This paper provides an update of a longitudinal analysis of 401(k) plan participants drawn from the EBRI/ICI 401(k) database. Because the annual cross sections cover participants with a wide range of participation experience in 401(k) plans, meaningful analysis of the potential for 401(k)...

This analysis of millions of 401(k) plan participant accounts finds that younger 401(k) plan participants tend to be invested more in equities than older 401(k) plan participants. On average, at year-end 2020, 69 percent of 401(k) participants’ assets were invested in equity securities through...