Guest jhilliard Posted December 11, 2003 Posted December 11, 2003 I am looking for a source (web site or other) that I can pull some 401(k) statistical data from. What I am looking for is avg. account balance, avg. deferral rate, avg. deferral contributions, and avg. participation. I am hoping to get this information broken out by HCE vs. NHCE and if we can get by age as well I would be grateful. I have the PSCA 45th annual survey and the Deloitte & Touche 2002 annual but neither of these has this breakdown. Any help would be appreciated.
goldtpa Posted December 11, 2003 Posted December 11, 2003 I don't know how good this survey is. I hope is helps. Fidelity Stats
maverick Posted December 11, 2003 Posted December 11, 2003 Check Benefits Buzz, there's a link to Fidelity's 2002 report. As of 8:54 a.m. (central) it's the second item. http://buildingfutures.fidelity.com/executive.html
Harwood Posted December 11, 2003 Posted December 11, 2003 This has a bit, including some links at the end: http://www.401khelpcenter.com/benchmarking.html
MWeddell Posted December 11, 2003 Posted December 11, 2003 To the extent it covers your questions, the annual EBRI / ICI survey at http://www.ici.org/stats/res/per09-05.pdf is the largest most representative sample out there. Otherwise, I think the Fidelity survey will be your best source.
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