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
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Other statistics that may interest you Retirement saving in the United States
Overview
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- Premium Statistic Household retirement savings in the U.S. 2020-2022, by amount
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- Premium Statistic Value of retirement assets in the U.S. 1995-2022, by type
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- Premium Statistic Share of retirement account assets managed by mutual funds in the U.S. 1995-2021
IRAs
5
- Premium Statistic Total assets of traditional IRAs 2000 to 2022
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- Premium Statistic Number of households with IRA in the U.S. 2021, by type
- Premium Statistic Share of households with IRAs in the U.S. 2021, by type
- Premium Statistic Value of assets invested in IRAs in the U.S. 2022, by type
Government retirement plans
3
DC plans
3
Saving patterns
6
- Premium Statistic Change in retirement savings due to coronavirus outbreak in the U.S. 2020
- Premium Statistic Adults with any retirement savings in the U.S. 2021-2022, by age group
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- Premium Statistic Expected main source of retirement income in the U.S. 2021
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Retirement confidence
7
- Premium Statistic Retirement confidence after the coronavirus pandemic in the U.S. 2020
- Basic Statistic Retirees' confidence about having enough money in retirement in the U.S. 2021-2023
- Basic Statistic Percentage of retirees working for pay in the U.S. 1999-2023
- Premium Statistic Retirees' confidence to pay medical expenses in retirement U.S. 2021-2023
- Basic Statistic Workers' confidence about having enough money in retirement in the U.S. 2021-2023
- Premium Statistic Workers' confidence about financial preparation for retirement in the U.S. 2023
- Premium Statistic Retirees' confidence about financial preparation for retirement in the U.S. 2023
Further related statistics
16
- Willingness to take investment risks in the U.S. 2021, by age of household head
- Total assets of closed-end funds in the U.S. 2005-2022
- Total net assets of mutual funds worldwide 2007-2014, by region
- Leading mutual funds companies Philippines 2024
- Market share of leading ETF providers worldwide 2018
- Net new cash flow to index mutual funds in the U.S. 2000-2022
- Household net investments in funds, bonds and equities in the U.S. 2006 - 2015
- Assets under management in the United Kingdom (UK) 2013, by parent type
- Leading independent broker-dealers 2018, by AUM
- Mutual fund assets per capita in selected countries worldwide 2016
- Share of families with retirement accounts in the U.S. 2013, by age of family head
- ETP assets in the U.S. 2000-2018
- Public opinion on financial robo-advisors in the Benelux in 2017, by country
- Assets under management at Deutsche Bank 2014, by region
- Assets managed by global commodity sovereign wealth funds 2008-2014
- Distribution of workers with access to retirement plans in the U.S. 2018, by plan
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Statistics
- Willingness to take investment risks in the U.S. 2021, by age of household head
- Total assets of closed-end funds in the U.S. 2005-2022
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- Market share of leading ETF providers worldwide 2018
- Net new cash flow to index mutual funds in the U.S. 2000-2022
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- Assets under management in the United Kingdom (UK) 2013, by parent type
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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 May 11, 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 May 11, 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: May 11, 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 May 11, 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/