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.
Self-Directed 401(k) Balances Rose This Much in 2021
Apple remains top equity holding in self-directed brokerage accounts according to Charles Schwab’s latest report released today
March 1, 2022
Record 401k Balances, Contributions, Millionaires at Fidelity
End of 2021 analysis finds employers playing greater role in employees' retirement readiness through matching contributions and automatic enrollment
February 17, 2022
401k Assets Totaled $6.9 Trillion in First Quarter
Retirement account balances continued their post-pandemic recovery in the first quarter, up 1.8% from December, and totaled $35.4…
June 21, 2021
401k Plan Balances, Contribution Rates Hit Record Highs: Alight
Another report is out showing record 401k balances at the end of 2020, and some good news on…
May 20, 2021
Despite Pandemic, Average 401k Account Balance at Bank of America in 2020 Topped…
UPDATE – Follow this link for the results of the 2022 Financial Life Benefits Impact Report. Most American…
May 19, 2021
401(k) Balances Hit Record Levels Again: Fidelity
Despite the financial challenges caused by the continued impact of the pandemic on the global economy, average balances…
May 14, 2021
Up in All 50: Average 2020 401(k) Growth and Balances by State
The answers: Utah, North Dakota, 30.3%, South Dakota, North Dakota, 6.2% and $22,100. The questions? These are among…
March 1, 2021
How Self-Directed 401(k)s Performed in Q3
The third quarter was a solid one for self-directed 401(k) accounts according to Charles Schwab’s latest SDBA Indicators…
November 20, 2020
401(k) Balances Rise Slightly, Contributions Steady in Q3: Fidelity
Despite ongoing market swings and economic uncertainty, average retirement account balances increased slightly in the third quarter, according…
November 12, 2020
Fidelity Adds $148 Billion to Workplace Benefits Platform in 2020
Fidelity Investments reported Oct. 2 that it has added more than $148 billion in assets from new workplace…
October 2, 2020