Qualifying Households under Financial Criteria Excluding Retirement Assets (1989 - 2022)

This data visualization shows the effect that excluding retirement assets would have on the number and percentage of U.S. households that qualify as accredited investors based on net worth threshold ($1,000,000) from 1989 to 2022. The term “retirement assets” is based on the SCF’s definition of retirement accounts as “individual retirement accounts, Keogh accounts, and certain employer-sponsored accounts, such as 401(k), 403(b), and thrift savings accounts from current or past jobs; other current job plans from which loans or withdrawals can be made; and accounts from past jobs from which the family expects to receive the account balance in the future” in Changes in U.S. Family Finances from 2019 to 2022: Evidence from the Survey of Consumer Finances.

For description, calculation method, and data source: Statistics Guide of Qualifying Households under Accredited Investor Financial Criteria
To download statistics for the data visualization above: Statistics of Qualifying Households under Accredited Investor Financial Criteria

Statistics & Data Visualizations Page of Qualifying Households under Accredited Investor Financial Criteria