The average self-directed brokerage account within workplace 401(k)s finished at $335,857, down 4.7% from Q4 in 2024, according to Charles Schwab’s SDBA Indicators Report.

We see this happen slightly in the median 401 (k) balance column when going from the 55-to-64 age group ($95,642 median balance) to the 65+ age group ($95,425 median balance).

The Charles Schwab Corporation announced that it has received the results of the Federal Reserve’s 2025 Comprehensive Capital Analysis and Review.

Schwab, Fidelity and Pershing are facing growing competition, as the industry strives to do business with financial advisors in as many ways as possible.

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Key Takeaways The average 401 (k) balance for 50-year-olds provides a helpful benchmark for retirement planning, but the numbers vary by plan provider.

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Charles Schwab delivered strong Q2 results, beating estimates on both revenue and earnings. Read what justifies a continued ...

Charles Schwab delivered strong Q2 earnings, beating analyst estimates on both revenue and EPS. Click here to read my ...

Charles Schwab beat forecasts for earnings and revenue, and shares traded at a record high. The discount brokerage and ...

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RIA Benchmarking Study shows 97% client retention over a decade, but the industry may face a talent bottleneck with 70,000 new hires needed in five years to match growth.