The share of retirement account assets managed by mutual funds in the United States increased overall between 1995 and 2021, despite some fluctuations. U.S. mutual funds managed 58 percent of the DC retirement plan assets in 2021.
Share of retirement account assets managed by mutual funds in the United States from 1995 to 2021, by type of retirement vehicle
Characteristic
DC plans
IRAs
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Exclusive Premium Statistic
To access all Premium Statistics, you need a paid Statista Account
DC plans include 401(k) plans, 403(b) plans, 457 plans, Keoghs, and other DC plans without 401(k) features.
Values have been taken from multiple publications.
Profit from the additional features of your individual account
Currently, you are using a shared account. To use individual functions (e.g., mark statistics as favourites, set
statistic alerts) please log in with your personal account.
If you are an admin, please authenticate by logging in again.
Learn more about how Statista can support your business.
ICI. (June 8, 2022). Share of retirement account assets managed by mutual funds in the United States from 1995 to 2021, by type of retirement vehicle [Graph]. In Statista. Retrieved July 22, 2024, from https://www.statista.com/statistics/255533/mutual-fund-percentage-of-household-retirement-assets-by-type-of-retirement-vehicle/
ICI. "Share of retirement account assets managed by mutual funds in the United States from 1995 to 2021, by type of retirement vehicle." Chart. June 8, 2022. Statista. Accessed July 22, 2024. https://www.statista.com/statistics/255533/mutual-fund-percentage-of-household-retirement-assets-by-type-of-retirement-vehicle/
ICI. (2022). Share of retirement account assets managed by mutual funds in the United States from 1995 to 2021, by type of retirement vehicle. Statista. Statista Inc.. Accessed: July 22, 2024. https://www.statista.com/statistics/255533/mutual-fund-percentage-of-household-retirement-assets-by-type-of-retirement-vehicle/
ICI. "Share of Retirement Account Assets Managed by Mutual Funds in The United States from 1995 to 2021, by Type of Retirement Vehicle." Statista, Statista Inc., 8 Jun 2022, https://www.statista.com/statistics/255533/mutual-fund-percentage-of-household-retirement-assets-by-type-of-retirement-vehicle/
ICI, Share of retirement account assets managed by mutual funds in the United States from 1995 to 2021, by type of retirement vehicle Statista, https://www.statista.com/statistics/255533/mutual-fund-percentage-of-household-retirement-assets-by-type-of-retirement-vehicle/ (last visited July 22, 2024)
Share of retirement account assets managed by mutual funds in the United States from 1995 to 2021, by type of retirement vehicle [Graph], ICI, June 8, 2022. [Online]. Available: https://www.statista.com/statistics/255533/mutual-fund-percentage-of-household-retirement-assets-by-type-of-retirement-vehicle/