Returns on 401(k) Assets by Cohort


The brief’s key findings are:

  • Early Baby Boomers were hit hard by the financial crisis.
  • But, over their careers, markets have treated them well:
    • they have enjoyed 9-percent returns on equities; and
    • they have fared much better than either Late Boomers or Gen Xers.
  • Gen Xers have faced the worst investment climate, but Late Boomers are more vulnerable because they have less time to recover.

The CRR wants to hear from our website users like you. Would be you willing to take a short survey?

Yes, take me to it.       No, thanks.      Not now, but ask me later.