401(K) Plan Asset Allocation, Account Balances, and Loan Activity

This comprehensive 56 page report is an update of EBRI and ICI's ongoing research into 401(k) plan participants' activity through year-end 2013. Divided into four sections, the report first describes the EBRI/ICI 401k database; the second presents a snapshot of participant account balances at year-end 2013; the third looks at participants' asset allocations, including analysis of 401(k) participants' use of target-date, or life-cycle, funds; and the fourth focuses on participants' 401(k) loan activity. Click here to read the report from Ebri.org.

Richard M. Todd