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 2017, the database contains usable data on 11.3 million accounts owned by 9.2 million individuals, with total assets of $1.30 trillion.
- EBRI Issue Brief Sept 17, 2020 54 pages Summary Full Content (Members Only )
- EBRI Issue Brief Aug 13, 2018 48 pages Summary Full Content (Members Only )
- EBRI Issue Brief Oct 22, 2018 35 pages Summary Full Content (Members Only )
- EBRI Issue Brief Jan. 10, 2018 32 pages Summary Full Content (Members Only )
- EBRI Issue Brief March 26, 2020 25 pages Summary Full Content (Members Only )
- EBRI Issue Brief Nov 7, 2019 23 pages Summary Full Content (Members Only )
- EBRI Issue Brief Sept 17, 2020 54 pages Summary Full Content (Members Only )
- EBRI Issue Brief March 21, 2019 31 pages Summary Full Content (Members Only )
- EBRI Issue Brief Aug 13, 2018 48 pages Summary Full Content (Members Only )
- EBRI Issue Brief Jan. 10, 2018 32 pages Summary Full Content (Members Only )
- EBRI Issue Brief Sept. 12, 2017 44 pages Summary Full Content (Members Only )
- EBRI Issue Brief Jan 17, 2017 32 pages Summary Full Content (Members Only )
- EBRI Issue Brief Aug 25, 2016 48 pages Summary Full Content (Members Only )
- EBRI Notes Jul 16, 2015 24 pages Summary Full Content
- EBRI Issue Brief May 26, 2015 36 pages Summary Full Content (Members Only )
- EBRI Notes Oct 29, 2014 28 pages Summary Full Content (Members Only )
- EBRI Notes Jul 29, 2014 24 pages Summary Full Content (Members Only )
- EBRI Issue Brief May 2, 2014 32 pages Summary Full Content (Members Only )
- EBRI Notes Oct 10, 2013 24 pages Summary Full Content (Members Only )
- EBRI Issue Brief May 23, 2013 28 pages Summary Full Content (Members Only )
- EBRI Notes Oct 25, 2012 24 pages Summary Full Content (Members Only )
- EBRI Issue Brief May 30, 2012 20 pages Summary Full Content (Members Only )
- EBRI Notes May 24, 2011 24 pages Summary Full Content
- EBRI Issue Brief Sep 21, 2010 20 pages Summary Full Content (Members Only )
