Thursday, May 13, 2021

Retirement Data: Fidelity Plan Balances Q1 2021

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Source: Fidelity 

From Fidelity's press release published on May 13, 2021:

  • Retirement accounts reach record levels for the second consecutive quarter. The average IRA balance was $130,000, a 1% increase from last quarter but a 31% increase from Q1 2020. The average 401(k) balance increased to $123,900 in Q1, a 2% increase from Q4 and up 36% from a year ago. The average 403(b) account balance increased to a record $107,300, an increase of 1% from last quarter and 42% higher than in Q1 2020. 

Thursday, February 18, 2021

Retirement Data: Fidelity Plan Balances Q4 2020

Please click on image to enlarge
Source: Fidelity 

From Fidelity's press release published on February 18, 2021: 
  • Retirement accounts reach record levels in Q4. The average IRA balance was $128,100, a 9% increase from last quarter and 11% higher than average balance of $115,400 a year ago. The average 401(k) balance increased to $121,500 in Q4, an 11% increase from Q3 and up from 8% from a year ago. The average 403(b) account balance increased to a record $106,100, an increase of 10% from last quarter and the first time the average TEM balance has reached six figures.