401(k) Valuations

The EBRI/ICI Participant-Directed Retirement Plan Data Collection Project is the largest, most representative repository of information about individual 401(k) plan participant accounts. As of December 31, 2016, the EBRI/ICI database included statistical information about:

» 27.1 million 401(k) plan participants, in
» 110,794 employer-sponsored 401(k) plans, holding
» $2.0 trillion in assets.

In the first column ("Cumulative Change"), a projected cumulative percentage change in account balances since the annual update of the database is presented, based on individual rates of contribution and the investment choices in place at that point in time.

The second column ("Monthly Change") presents the monthly rate of change in average account balances for that same database.
Cumulative Change
November 2018 - full universe
October 2018 - full universe
September 2018 - full universe
August 2018 - full universe
July 2018 - full universe
June 2018 - full universe
May 2018 - full universe
April 2018 - full universe
March 2018 - full universe
February 2018 - full universe
January 2018 - full universe
December 2017 - full universe
October 2017 - full universe
September 2017 - full universe
August 2017 - full universe
July 2017 - full universe
June 2017 - full universe
May 2017 - full universe
April 2017 - full universe
March 2017 - full universe
February 2017 - full universe
January 2017 - full universe
December 2016 - full universe
November 2016 - full universe
October 2016 - full universe
September 2016 - full universe
August 2016 - full universe
July 2016 - full universe
June 2016 - full universe
May 2016 - full universe
April 2016 - full universe
March 2016 - full universe
February 2016 - full universe
January 2016 - full universe
December 2015 - full universe
November 2015 - full universe
October 2015 - full universe
September 2015 - full universe
August 1, 2015 - full universe
July 1, 2015 - full universe
June 1, 2015 - full universe
May 1, 2015 - full universe
April 1, 2015 - full universe
March 1, 2015 - full universe
Feb. 1, 2015 - full universe
January 2015 - full universe
Dec. 1, 2014- full universe
Nov. 1, 2014 - full universe
October 1, 2014 -- full universe
Sept. 1, 2014 - full universe
Aug. 1, 2014 - full universe
July 1, 2014 - full universe
June 1, 2014 - full universe
May 1, 2014 - full universe
April 1, 2014 - full universe
March 1, 2014 - full universe
February 1, 2014 - full universe
January 1, 2014 - full universe
December 1, 2013 - full universe
November 1, 2013 - full universe
October 1, 2013 - full universe
September 1, 2013 - full universe
August 1, 2013 - full universe
July 1, 2013 - full universe
June 1, 2013 - full universe
May 1, 2013 - full universe
April 1, 2013 - full universe (rev)
March 1, 2013 - full universe
February 1, 2013 - full universe
January 1, 2013 - full universe
December 1, 2012 - full universe (rev)
November 1, 2012 - full universe
October 1, 2012 - full universe
September 1, 2012 - full universe
August 1, 2012, full universe
July 1, 2012, full universe
June 1, 2012, full universe
May 1, 2012, full universe
April 1, 2012, full universe
March 1, 2012, full universe
February 1, 2012, full universe
January 1, 2012, full universe
December 1, 2011, full universe
November 1, 2011, full universe
October 1, 2011, full universe
September 1, 2011, full universe
August 1, 2011, full universe
July 1, 2011, full universe
June 1, 2011, full universe
May 1, 2011, full universe
April 1, 2011, full universe
March 1, 2011, full universe
February 1, 2011, full universe
January 1, 2011, full universe
December 1, 2010, full universe
November 1, 2010, full universe
October 1, 2010, full universe
September 1, 2010, full universe
August 1, 2010, full universe
July 1, 2010, full universe
June 1, 2010, full universe
April 1, 2010, full universe
March 1, 2010, full universe
January 31, 2010, full universe
December 31, 2009, full universe
November 30, 2009, full universe
October 27, 2009, full universe
October 27, 2009, full universe (results since March 9, 2009)
September 30, 2009, full universe
September 15, 2009, full universe
September 1, 2009, full universe
August 17, 2009, full universe
July 24, 2009, full universe
June 30, 2009, full universe
May 5, 2009, full universe
April 10, 2009, full universe
March 17, 2009, full universe
March 17, 2009, full universe
March 5, 2009, full universe (results since January 1, 2009)
March 2, 2009, full universe
January 20, 2009, consistent sample
January 20, 2009, full universe
January 14, 2009, full universe
January 1, 2009, full universe
November 26, 2008, consistent sample
November 26, 2008, full universe
November 21, 2008, consistent sample
November 21, 2008, full universe
November 20, 2008, consistent sample
November 20, 2008, full universe
November 14, 2008
October 1, 2008