Updated
Updated · CBS New York · Sep 4
Fidelity 401(k) Millionaires Jump 19% to Record 769,000 in Q2 as Savings Rate Holds at 9.6%
Updated
Updated · CBS New York · Sep 4

Fidelity 401(k) Millionaires Jump 19% to Record 769,000 in Q2 as Savings Rate Holds at 9.6%

3 articles · Updated · CBS New York · Sep 4

Summary

  • 769,000 Fidelity 401(k) accounts held at least $1 million at the end of Q2, up 19% from the prior quarter and equal to about 3% of its 25.8 million accounts.
  • A 15% S&P 500 gain in the quarter and a record 9.6% average employee contribution rate lifted balances, showing workers kept saving despite higher gas, grocery and utility costs.
  • Average balances still sat far below the millionaire mark—$155,800 for 401(k)s, $145,000 for 403(b)s and $144,523 for IRAs—underscoring how uncommon seven-figure retirement accounts remain.
  • Retirement confidence has not kept pace: NFP found 72% of workers say they are behind on saving, while Fidelity said concerns about inflation, living costs and geopolitical turmoil still weigh on outlooks.
  • Fidelity said many million-dollar savers are older workers who contributed steadily for decades, arguing the bigger lesson is long-term saving behavior rather than the $1 million milestone itself.

Insights

Record 401(k) averages are making headlines, but what hidden truth does the shockingly low median balance reveal about our retirement readiness?
Beyond the 401(k) hype, could an often-overlooked health savings account actually be your most powerful secret weapon for a tax-free retirement?