Schroders survey: 52% of retirement savers would invest in private assets via 401(k), up from 36% in 2024
Key points
- 52% of 401(k) and other workplace plan investors would invest in private assets if offered, up from 36% in 2024
- 81% said they would considerably raise contributions if private equity were offered
- Respondents admitted limited knowledge of the asset class
Schroders' 2026 U.S. Retirement Survey found 52% of investors in 401(k)s and other workplace plans would invest in private equity or private debt if offered, up from 36% in 2024. 81% said they would considerably raise contributions, and 78% believe private assets improve diversification, while 77% believe they can deliver higher returns. Respondents admitted limited knowledge of the asset class.
Original report: 401(k) Specialist ↗Edited with AI assistance. Facts are based on official sources and original reports. For information only; not legal, immigration or insurance advice.