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Asset Allocation For 401(k) Plans, 2020
Source: Based on data from Investment Company Institute: Holden, Sarah, James Duvall, and Elena Barone Chism. 2021. “The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2020.” ICI Research Perspective 27, no. 6 (June). Available at www.ici.org/files/2021/ per27-06.pdf.
AVERAGE ASSET ALLOCATION FOR ALL 401(k) PLAN BALANCES, 2007 (1)
(1) Percentages are dollar weighted averages.
Source: Investment Company Institute.
AVERAGE ASSET ALLOCATION FOR ALL 401(K) PLAN BALANCES, 2010 (1)
(1) Percentages are dollar-weighted averages.
Source: Investment Company Institute.
AVERAGE ASSET ALLOCATION FOR ALL 401(K) PLAN BALANCES, 2009 (1)
(1) Percentages are dollar-weighted averages.
Source: Investment Company Institute.
AVERAGE ASSET ALLOCATION FOR ALL 401(K) PLAN BALANCES, 2008 (1)
(1) Percentages are dollar-weighted averages.
Source: Investment Company Institute.
AVERAGE ASSET ALLOCATION FOR ALL 401(K) PLAN BALANCES, 2012 (1)
(1) Percentages are dollar-weighted averages.
Source: Investment Company Institute, ICI Research Perspective, 19 no. 12. www.ici.org.
AVERAGE ASSET ALLOCATION FOR ALL 401(K) PLAN BALANCES, 2013 (1)
(1) Percentages are dollar-weighted averages.
Source: Investment Company Institute, ICI Research Perspective, Vol. 20 no. 10. www.ici.org.
Average Asset Allocation For All 401(k) Plan Balances, 2014 (1)
(1) Percentages are dollar-weighted averages.
Source: Investment Company Institute, Holden, Sarah, Jack VanDerhei, Luis Alonso, and Steven Bass. 2017. “401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2015.” ICI Research Perspective 23, no. 6 (August). www.ici.org/pdf/per23-06.pdf.
Average Asset Allocation For All 401(k) Plan Balances, 2015 (1)
(1) Percentages are dollar-weighted averages.
Source: Investment Company Institute, Holden, Sarah, Jack VanDerhei, Luis Alonso, and Steven Bass. 2017. “401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2015.” ICI Research Perspective 23, no. 6 (August). www.ici.org/pdf/per23-06.pdf.
Average Asset Allocation For All 401(k) Plan Balances, 2016 (1)
(1) Percentages are dollar-weighted averages.
Source: Investment Company Institute, Holden, Sarah, Jack VanDerhei, Luis Alonso, and Steven Bass. 2018. “401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2016.” ICI Research Perspective 24, no. 6 (September). https/www.ici.org/pdf/per/24-06.pdf.
Asset Allocation For 401(k) Plans, 2018
Source: Based on data from Investment Company Institute: Holden, Sarah, James Duvall and Elena Barone Chism. 2019. The Economics of Providing 401(k) Plans: Services, Fees and Expenses, 2018. ICI Research Perspective 25, no.4 (July). https://www.ici.org/pdf/per25-04.pdf.
Asset Allocation For 401(k) Plans, 2019
Source: Based on data from Investment Company Institute: Holden, Sarah, James Duvall and Elena Barone Chism. 2020. The Economics of Providing 401(k) Plans: Services, Fees and Expenses, 2019. ICI Research Perspective 25, No. 4 (July 2020). https://www.ici.org/pdf/per26-05.pdf.