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Statistical Report

Release: Quarterly Retirement Market Data, Third Quarter 2024

Total US retirement assets were $42.4 trillion as of September 30, 2024, up 4.1 percent from June. Retirement assets accounted for 33 percent of all household financial assets in the United States at the end of September 2024.

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IRA Investors Are Concentrated in Lower-Cost Mutual Funds

Individual retirement accounts (IRAs) represent the largest share of assets in the US retirement market, with assets totaling $13.9 trillion at year-end 2021 (Figure 1). Forty-five percent of this total is held in mutual funds, with IRA mutual fund investors primarily invested in...