visual examples | correlating assets & 401k balances
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How Fast Do Total Liquid Assets Rise as Households Invest in 401Ks? It Depends.
Based on a random sample of an older survey of consumers, this analysis examines the impact of demographics on 401K balances and total liquid asset balances. While the survey is not intended to be representative, we can see some interesting patterns. As younger households invest in 401Ks, their overall liquid assets rise (even though 401Ks are not considered liquid assets), suggesting that 401Ks are merely 1 vehicle younger investors use as they build their portfolios.
Tags: Demographics, Marketing Analytics, Securities, Surveys