The Pew Charitable Trusts: Employer-based Retirement Plan Access and Participation across the 50 States
This analysis is drawn from federal sources and shows employer-based retirement plan participation and access by state, region, and metropolitan area. Users can also generate state-level summaries based on gender, education, wage, industry, employer size, race and ethnicity, and age.
- The Pew Charitable Trusts: A Look at Access to Employer-Based Retirement Plans in the Nation’s Metropolitan Areas
This report provides more detailed examination of the data for access for workers in metropolitan areas. It focuses on 104 metropolitan areas with a population of at least 500,000, and breaks down rates of access by regions and “metropolitan statistical areas”, as defined by the federal Office of Management and Budget.
AARP: Workforce Access to Employer-Based Plans, by State
AARP offers factsheets at the state and national level focusing on retirement savings, including using the Current Population Survey to look at workforce access to employer-based retirement plans.
NIRS: State Financial Security Scorecards
The State Financial Security Scorecards offer a state-by-state assessment of retirement security. The Scorecards are intended to highlight areas of potential policy interventions to improve workers’ retirement prospects. Each Scorecard measures states’ performance in predicted retirement income, major costs in retirement, and the labor markets facing older workers.
CFED: Assets & Opportunity Scorecard
The Scorecard evaluates states on dimensions such as financial security and economic opportunity on five policy areas: financial assets and income, businesses and jobs, housing and homeownership, health care, and education. States receive a credit for retirement security (listed under the policy area of financial assets and income) if they have approved legislation for implementation of a state-run Automatic IRA.
SCEPA, the New School: Retirement Equity Lab
The Retirement Equity Lab looks at the retirement crisis and the factors that leave American retirees vulnerable to lower quality of life. The Lab’s interactive map looks at retirement savings plan participation rates by state, as well as income sources for retirees and elderly poverty rates.
Segal Consulting: Study of Medicaid Savings from State Retirement Savings Options for Private Sector Workers
This study from Segal Consulting suggests that states could reduce their Medicaid costs by implementing a state-sponsored retirement savings plan that is made available to their residents working in the private sector who do not participate in a retirement program through their employer. The study finds that when residents build their nest egg through participating in a retirement plan, it keeps them above the poverty line and states in turn see a significant reduction in Medicaid spending.
Champlain College: National Report Card on Adult Financial Literacy
This report card and corresponding report measures the financial literacy knowledge, skills and behaviors of adults nationally and for each state. Each state’s overall level of adult financial literacy are measured using 59 state-specific data points from 18 different organizations. States are graded on five financial categories: Financial Knowledge, Credit, Saving and Spending, Retirement Readiness and Other Investing, and Protect and Insure and states are graded on a relative grading system.
U.S. Census: Statistics of U.S. Businesses, by State (SUSB)
This annual data contains information on U.S. firms including figures on number of firms, employment, and annual payroll. The data are organized by states, industry, and firm size. Data are only available for economic census years (years ending in 2 and 7).
U.S. Small Business Administration: State Economic Profiles
The Office of Advocacy’s Small Business Profiles provide data on small businesses in the 50 states and the District of Columbia, as well as national level data and limited data on the U.S. territories. Topics covered include: number of firms, demographics of business ownership, small business income, banking, business turnover, industry composition, and employment gains and losses by size of business.