ICI - Retirement Research

ICI’s statistical data on the retirement market are published quarterly and may be found in the Retirement Market section of the Research & Statistics area of the website.

Investment Company Fact Book

2017 Investment Company Fact Book (html)
2017 Investment Company Fact Book (pdf)
Apr 26, 2017

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U.S. Retirement System

Release: Quarterly Retirement Market Data, Second Quarter 2017
Sep 27, 2017
401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2015 (pdf)
Aug 3, 2017
Who Participates in Retirement Plans (pdf)
Jul 26, 2017

Defined Contribution Plans

Defined Contribution Plan Participants’ Activities, First Quarter 2017 (pdf)
Aug 31, 2017
Ten Important Facts About 401(k) Plans (pdf)
Aug 28, 2017
401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2015 (pdf)
Aug 3, 2017

IRAs

The IRA Investor Profile: Traditional IRA Investors’ Activity, 2007–2015 (pdf)
Jun 7, 2017
The IRA Investor Profile: Roth IRA Investors’ Activity, 2007–2015 (pdf)
Jun 7, 2017
The Role of IRAs in US Households’ Saving for Retirement, 2016 (pdf)
Jan 12, 2017

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