The forecast for pension funds as a percentage of total household financial assets in the US shows a gradual decline from 24.89% in 2024 to 24.46% in 2028. This represents a steady year-on-year decrease, with the five-year CAGR indicating a modest average annual reduction. As of 2023, pension funds constituted a slightly higher share of household financial assets, reflecting a consistent downward trend in the forecast period.
Future trends to watch for include:
- Demographic shifts increasing the retiree population, potentially impacting pension asset proportions.
- Economic conditions affecting pension fund returns and allocations.
- Regulatory changes influencing pension fund management and household asset distribution.
