Research & Publications

Past Fast Facts from EBRI on Retirement and Savings -- Updated February 27, 2012

This page lists all Fast Facts from EBRI on retirement and savings. These files are in pdf format and require Adobe Reader for viewing and printing.

2012

January 26, 2012 - "Consumer-Driven Health Plans Post Continued Growth"

2011

December 1, 2011 - "Retirement Plan Participation Lowest in South and West"

November 29, 2011 - "Women Working Full-Time: Higher Retirement Plan Participation than Men"

September 29, 2011 - "Public Reaction to Chaning the Tax Treatment of Employment-Based Health Benefits"

September 22, 2011 - "Persistence of Target-Date Fund Use in 401(k) Plans Among the Auto-Enrolled"

September 20, 2011 - "Target-Date Fund Use Grows in 401(k) Plans"

August 2, 2011 - "Older Workers: Who Is Working?"

July 19, 2011 - "Work Later in Retirement? For Many It Won't Be Enough"

June 30, 2011 - "How IRA Owners Invest Their Assets"

June 22, 2011 - "How IRAs Are Invested, by Gender and Age"

May 3, 2011 - "Do Workers Think They Are on Track for Retirement?"

April 27, 2011 - "Worker Attitudes Towards Retirement Savings Needs"

April 4, 2011 - "EBRI's 2011 RCS: How Many Workers Are Postponing Retirement? Why?"

March 30, 2011 - "EBRI's 2011 RCS: Worker Attitudes About the Future of Social Security and Medicare"

March 23, 2011 - "EBRI's 2011 RCS: Working for Pay in Retirement"

March 21, 2011 - "EBRI's 2011 RCS: Gender Comparisons Among Workers"

March 8, 2011 - "Education Level and Older Americans in the Work Force"

March 1, 2011 - "HSA and HRA Rollovers in 2010"

February 10, 2011 - "How Education and Household Income Affect HSA and HRA Account Balances"

February 2, 2011 - "HSA and HRS Balances and Gender in2010"

2010

December 16, 2010 - "401(k) Holdings in company Stock Continued to shrink in 2009"

December 7, 2010 - "401(k) Asset allocation and Participation by Age in 2009"

December 2, 2010 - "Average 401(k) Balance Among Consistent Participants Rose Nearly 32 Percent in 2009"

November 19, 2010 - "Employee Participation in Retirement Plans Remains Constant"

October 28, 2010 - "Employers Offering Retiree Health Benefits to Early Retirees: How Has It Changed?"

October 22, 2010 - "What Do Adult Children Know About Their Retired Parents' Income , Expenses?"

October 12, 2010 - "How Many Employers Offer Retiree Health Benefits to Early Retirees?"

September 30, 2010 - "The Sources of Income for Elderly Men and Women (Age 65 and Over)"

July 27, 2010 - "Auto-Enrollment Helping to Reduce Those "At Risk" of Running Short of Money in Retirement"

July 22, 2010 - "What Are the Prospects You Will Run Short of Money in Retirement?"

July 20, 2010 - "How Eligibility in a 401(k)-Type Plan Can Help Gen-Xers Avoid Running Short of Money in Retirement"

July 14, 2010 - "How Income of the Elderly Has Increased Over Time"

June 30, 2010 - "How Age Affects the Likelihood of Receiving Pension, Annuity Income"

June 23, 2010 - "Individual Account Retirement Plan Assets, by Family Income"

June 16, 2010 - "Why Health Savings Accounts Cannot Cover All Retiree Medical Costs"

June 9, 2010 - "Income from Pensions and Annuities: Gender Differences"

June 2, 2010 - "Cost Key Reason Workers Give for Being Uninsured"

May 26, 2010 -- "Spending in Retirement: Two Perspectives"

May 19, 2010 - "Are You Confident You Will Be Able to Pay Retiree Medical Costs?"

May 12, 2010 - "Work Status of men and women Age 55 and Over"

May 5, 2010 - "Have You Calculated Your Retirement Savings Needs?"

April 28, 2010 - "How Many Workers Are Delaying Retirement? Why?"

April 22, 2010 - "Working for Pay in Retirement: Expectations vs Reality"

April 15, 2010 - "2010 Retirement Confidence Survey: Age Comparisons Among Workers"

April 9, 2010 - "2010 Retirement Confidence Survey: Gender Comparisons Among Workers"

March 30, 2010 - "Trends in Savings and Investments Among Workers"

March 24, 2010 - "Public Attitudes on the Future of Social Security and Medicare"

February 17, 2010 - "How Out-of-Pocket Costs Affect Satisfaction with Health Care Plans"

February 4, 2010 - "Income and Benefits, II: Retirement Plan Participation"

January 27, 2010 - "Income and Benefits, I: Health Insurance Coverage"

January 13, 2010 - "Retirement Plan Participation: Effect of Education"

2009

December 21, 2009 - "Participating in a Retirement Plan: Gender Differences"

December 16, 2009 - "Retirement Plan Participation: Race/Ethnicity Issues, an Update"

December 8, 2009 - "Retirement Plan Participation: Firm Size Differences, an Update"

December 2, 2009 - "How Credit Card Debt Changed from 2004-2007, by Age Group"

November 23, 2009 - "Company Stock Holdings Continue to Shrinkin 401(k) Accounts in 2008"

November 18, 2009 - "Loans from 401(k) Plans: how Many, How Large"

November 5, 2009 - "401(k) Asset Allocation and Participation by Age in 2008"

October 21, 2009 - "How the Retirement Plan System Has Changed Over Time"

October 15, 2009 - "How Housing and Credit Card Debt Have Changed Over Time"

October 1, 2009 - “Why Are Americans Delaying Retirement Date?”

September 23, 2009 - “How Distribution of IRA Assets Has Changed Over Time”

September 17, 2009 - “Impact of Individual Account Retirement Plan Ownership on Family Net Worth”

September 2, 2009 - "Do Health Insurance Plans Cover H1N1 and Seasonal Flu Shots?”

August 19, 2009 - "Retiree Health: Impact of Time on Savings Needs"

August 12, 2009 - "Retiree Health: Impact of Employer Subsidy on Savings Needs"

July 29, 2009 - "How Public Reacts to Strategies to Expand Health Coverage"

July 22, 2009 - "How Men and Women View Financial Aspects of Retirement"

July 15, 2009 - "Workers Retirement Date: Planned vs Actual"

June 23, 2009 - "Medicare: How Much Confidence Among Workers, Retirees?"

June 17, 2009 - "Sources of Funding for Public Pension Plans"

June 11, 2009 - "How Much Confidence Do Americans Have in Financial Institutions"

June 4, 2009 - "Sources of Income of Those Age 65 and Over, 2007"

May 20, 2009 - "Social Security: how Much confidence Among Workers, Retirees?"

May 14, 2009 - "Paying for Retiree Medical Costs, II: Retirees' View"

May 13, 2009 - "Paying for Retiree Medical Costs, I: Workers' Views"

April 29, 2009 - "What Are Key Factors Indicating Likely Retirement Savers?"

April 23, 2009 - "What Are Workers' Expected Major Sources of Retirement Income?"

April 16, 2009 - "How Much Have American Workers Saved for Retirement?"

April 2, 2009 "Workers' Primary Retirement Plan Type"

March 19, 2009 "Average Worker Contribution Rates to 401(k)-Type Plans"

March 4, 2009 "How Account Balance Size Affects Retirement Plan Roll-Overs"

February 26, 2009 "Lump-Sum Distribution Roll-Overs, by Age Group"

January 27, 2009 "Where-and How Much-Do Employers Spend on Compensation?"

January 13, 2009 "How Education Affects Retirement Plan Participation"

January 8, 2009 "The Correlation Between Health Status and Having Retirement Benefits"

2008

December 19, 2008 "Pension, Annuity Income for Selected Years, 1975-2007"

December 11, 2008 "How Gender, Age Effect Retirement Plan Participation"

December 2, 2008 “State-by-State Participation in Pension, Retirement Plans in 2007”

November 20, 2008 “How Geography Affects Retirement Plan Participation”

November 6, 2008 “State-by-State Participation in 401(k)-Type Plans”

September 24, 2008 “Gen X and Gen Y Self Description: ‘Hard-Working”

September 17, 2008 “When Do Gen X and Gen Y Americans Expect To Retire?”

September 4, 2008 “…And You Can Quote Us: Highlights from Recent EBRI Publications”

August 27, 2008 “What the iPod Generation Knows … and What It Doesn’t”

August 20, 2008 “What Are the Financial Concerns of Gen-X and Gen-Y Americans?”

August 14, 2008 “Sources, Levels of Debt for Americans Ages 19–39”

August 7, 2008 “How Much Have Americans Ages 19–39 Saved? Not Enough”

July 30, 2008 “What Incentives Might Make Workers Delay Retirement?”

July 23, 2008 “How Job Satisfaction Affects Decision to Retire”

July 16, 2008 “How Long Do Workers Consider Retirement Decision?”

July 9, 2008 “Saving for Retirement: How Much Is Enough?”

July 2, 2008 “Benefits Costs: State and Local Governments vs. Private Sector”

June 25, 2008 “How Demographic Factors Affect IRA Participation”

June 18, 2008 “How Demographic Factors Affect 401(k)-Type Plan Participation”

June 11, 2008 “Expected Age of Retirement … and Working in Retirement”

June 3, 2008 “Retiree Health Savings: How Much is Enough?”

May 15, 2008 “Where Do American Workers Expect to Get Retirement Income?”

May 6, 2008 “Saving for Retirement: Men and Women Compared”

April 17, 2008 “How Much Have Workers Saved for Retirement?”

March 26, 2008 “Pension and Annuity Income: Gender Differences”

March 11, 2008 “Retirement Plan Participation: Firm Size Differences”

February 26, 2008 “Retirement Plan Participation: Race/Ethnicity Differences”

January 30, 2008 “Retirement Plan Participation: Age Differences”

January 23, 2008 “Health Insurance: Trends in Availability and Cost”

2007

December 18, 2007 "Retirement Plan Participation: Gender Differences"

December 12, 2007 “What Are the Major Sources of Income for Americans Age 65 and Older?”

October 17, 2007 "Retiree Health Insurance: Fact and Figures"

September 27, 2007 “How Balances of Consistent 401(k) Account Holders Have Changed”

September 20, 2007 “Who Are the Americans Age 55 and Older Working Full Time?”

September 11, 2007 “IRAs Continue to Dominate U.S. Retirement Assets”

August 2, 2007 “Minority Workers’ Expectations on Retiree Health Savings Needs”

July 26, 2007 “Gender Gap’ Shrinking in Retirement Plan Coverage”

July 19, 2007 “Retirement Income: Workers’ Expectations, Retirees’ Experience”

July 12, 2007 “Minority Workers’ Expectations About Retirement Income”

June 21, 2007 “U.S. Retirement Trends Over the Past Quarter-Century”

June 19, 2007 “How Much Do Minority Workers Have in Savings, Investments?”

June 14, 2007 “Two Perspectives on Spending in Retirement”

May 24, 2007 "Social Security: Number of Beneficiaries, Average Payments"

May 8, 2007 “Americans Estimate Savings Needed for Health Care in Retirement”

May 1, 2007 “When Do Workers Plan to Retire, vs. Actually Doing So?”

April 26, 2007 “Workers Estimate the Amount They Will Need in Retirement”

April 19, 2007 “How Much Money Do Americans Have in Savings, Investments?”

April 3, 2007 "What Share of Pre-Retirement Income Do Pensions Replace?"

March 29, 2007 "Pension, Annuity Income: Differences by Economic Sector"

March 22, 2007 "Pension, Annuity Income: Differences Between Men and Women"

March 8, 2007 "Factors Affecting IRA, 401(k)-Type Plan Asset Allocation"

February 27, 2007 "How Many Participants Take Loans from 401(k) Plans? What Are 401(k) Plan Loan Balances?"

February 15, 2007 "How Do 401(k) Participants Allocate Their Assets?"

February 1, 2007 "The Decline in Eligible Traditional Pension Plan Participants"

January 18, 2007 "Savings Account Participation in Consumer-Driven Health Plans"

January 3, 2007 "The $7 Trillion Dollar Question: How Do Employers Spend That Amount on Worker Wages, Salaries, and Benefits?"

2006

December 14, 2006 "Breaking Down Debt by Income Levels for Older Families"

November 14, 2006 "A Breakdown of Debt for Older Families"

October 17, 2006 "How Has Debt Increased for Older American Families?"

September 26, 2006 "What Share of American Families Own an IRA or Keogh Plan?"

September 19, 2006 "Home Equity as a Percentage of Family Net Worth"

September 5, 2006 "How Family Income Affects Retirement Plan Participation"

August 1, 2006 "How Many Americans Could Be Affected by Pension Bill?"

July 18, 2006 "Retirement Plan Participation Profile, Part V: Older Workers, Between Ages 61–64"

July 11, 2006 "Retirement Plan Participation Profile, Part IV: Older Workers, Between Ages 51–60"

June 27, 2006 "Retirement Plan Participation Profile, Part II: Workers Between 41-50"

June 20, 2006 "Retirement Plan Participation Profile, Part II: Workers Who Are 30-something"

June 6, 2006 "Retirement Plan Participation Profile, Part I: Younger Workers 21-30"

May 25, 2006 "Do You Know When You Qualify for Full Social Security Benefits? Only 19 Percent of Current Workers Give the Correct Answer"

April 25, 2006 "How Much Do Americans Say They Have Accumulated in Savings?"

April 18, 2006 "How Many Retire Earlier Than Planned? Why?"

March 15, 2006 "Many Factors Affect Receipt of Pension, Annuity Income"

February 23, 2006 "Distribution of Older Population's Average Annual Income"

February 7, 2006 "Sources of Income of Elderly Population Vary Widely"

February 3, 2006 "Traditional' Pension Assets Lost Dominance a Decade Ago, IRAs and 401(k)s Have Long Been Dominant"

January 24, 2006 "Retirement Plan Participation Rates by States"

2005

November 29, 2005 "Race, Ethnicity, and Retirement Plan Participation"

November 17, 2005 "Men, Women, and Retirement Plan Participation"

October 25, 2005 "Saving in America: Three Key Sets of Figures"

October 13, 2005 "Figures and Facts on U.S. Retirement Plan Participation"

October 4, 2005 "401(k) Account Balances, Asset Allocation by the Numbers"

September 20, 2005 "Shifts in Older Americans Total Wealth, 1992-2002"

July 20, 2005 "Who Is More Likely to Save: Men or Women"

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