Individuals who have more than $100,000 invested in employer-sponsored retirement plans control the majority of plan assets eligible for rollover.

Number of Individuals and Percentage of Assets Controlled Those with Balances Over $100,000

Of the 9.7 million participants who were eligible to move $362 billion from retirement plans in the past year, 20% had account balances of more than $100,000. Yet, those balances represented nearly 80% of the $362 billion in plan assets eligible for rollover.