IRA Database

The EBRI IRA Database is an ongoing project that collects data from IRA-plan administrators across the nation. The database contains information on IRA type, account balance, contributions made, rollovers transferred, withdrawals taken during the year, asset allocation, and certain demographic characteristics of the account owner. Based on the richness of the data, account-level and individual-level results for certain IRA features are available. Furthermore, the database allows for the linking of IRAs of individuals within the database, which allows for a better understanding of individuals’ total IRA balances. For year-end 2016, the database contains information on 24.2 million accounts owned by 19.1 million unique individuals, with total assets of $2.36 trillion.

Additional Studies