Browsing Tag
401(k) Account Balances
67 posts
A 401(k) account balance is the total value of funds accumulated in an individual’s employer-sponsored retirement plan. It includes employee contributions, employer matches, and investment gains or losses. The balance reflects the current market value of all assets held in the account, such as stocks, bonds, or mutual funds, and represents the amount available for future retirement income.
‘How America Saves 2026’ Preview: Strong Market, Auto Features Power Record 401(k) Balances
Early look at Vanguard’s annual overview of retirement saving behavior shows automatic enrollment and escalation driving higher savings rates
401(k), 403(b) Account Balances Hit Double-Digit Swings in 2025
Balances for individual retirement accounts (IRAs) also saw increases in Fidelity’s latest retirement trends update
Retirement Account Balances See Another Rise in Q4 2025
While average retirement account balances increased significantly last year, the figure is short of President Donald Trump’s $30k figure in recent SOTU address
Lincoln Financial Retirement Plan Services Sees 8.6% Average Account Balance Increase in 2025
Ellen Cooper says strong sales and total deposits underscore that unit’s value proposition is resonating with customers
401(k) Balances Down in Q1, But Deferral Rates Hit Record High
Fidelity’s Q1 2025 Retirement Analysis shows volatility didn’t spook participants/employers from saving more than 14% of paychecks, nearing recommended 15%
Schwab Self-Directed 401(k)s Finish 2024 with 13.6% Gain
Report shows Gen X makes up nearly half of SDBA participants, with Boomers and Millennials accounting for about a quarter each
Participant Pulse: 401(k) Balances at BofA Grow 16% in 2024
Bank of America’s new Participant Pulse report shows average account balance just over six figures
Record High Number of 401(k) Millionaires, Average Account Balances at Fidelity
Q3 2024 Retirement Analysis finds Gen X savers make impressive gains; 2.2 million participants now have auto portability access
Self-Directed 401(k) Balances Up 21% in Past Year: Schwab Report
Apple reclaims top spot from Nvidia among SDBA equity holdings
401(k) Balances at Bank of America Spike 11% in Q3
Average balance now tops six figures after closing 2023 at $86,000