This Issue Brief examines asset allocation, account balance, and loan activity of a large and representative group of 401(k) plan participants as of year-end 2000, using data gathered by the Employee Benefit Research Institute (EBRI) and the Investment Company Institute (ICI) in their...

The Employee Benefit Research Institute (EBRI) and the Investment Company Institute (ICI) have been collaborating for the past three years to collect data on participants in 401(k) plans. This effort, known as the EBRI/ICI Participant-Directed Retirement Plan Data Collection Project, has...

The Employee Benefit Research Institute (EBRI) and the Investment Company Institute (ICI) have been collaborating for the past four years to collect data on participants in 401(k) plans. This effort, known as the EBRI/ICI Participant-Directed Retirement Plan Data Collection Project, has obtained...

This paper presents survey results on the incidence of individual retirement account (IRA) ownership in the United States and the contribution, rollover, and withdrawal activity of IRA-owning households. IRAs play an important role in US households’ retirement saving: In mid-2022, more than...

Each year, the Investment Company Institute (ICI) conducts a telephone survey of US households to track households’ ownership of mutual funds and to gather information on their demographic and financial characteristics. The most recent survey was conducted from May to June 2021 and was based...

This report uses the EBRI/ICI 401(k) database, which has data on 14.6 million 401(k) plan participants at year-end 2018, to analyze 401(k) plan participants’ use of target date funds (TDFs). A growing number of investors save for retirement through TDFs, and this report provides insight into...