Field Note · June 7, 2026 · Behavior

Nine in ten HSAs hold nothing but cash.

Field Note Figure · Ten accounts, one investorpause
Ten average HSAs, balances drawn to scale. One account in ten invests anything, and the average investing account holds about nine times the balance of one that stays in cash. Participation and balance ratio from Devenir year-end 2024 and EBRI 2023.
9%.
of HSA accounts invest anything at all, per Devenir's year-end 2024 census. EBRI's account-level database puts it at 15 percent. Either way, most of a $147 billion pool sits in cash.

Only 9 percent of America's 39 million health savings accounts invest a single dollar, by Devenir's count at year-end 2024. EBRI's database of 14.5 million accounts puts the share at 15 percent. Take either figure: at least 85 percent of a $147 billion pool sits in cash, earning close to nothing, inside the most tax-favored account in the federal code.

The average balance is $4,747, and in 2023 a third of holders withdrew more than they put in. That is a checking account with a tax form stapled to it. The HSA was built as a health 401(k): money goes in before tax and comes out untaxed for medical care, the one large expense almost nobody escapes in retirement. A 401(k) where nine in ten participants sat in cash would trigger an inquest. The detail I keep coming back to: the accounts that do invest hold roughly nine times the balance of the accounts that do not.

The mechanism is the default: the account arrives in the mail as a debit card, investing hides behind a separate election and a cash minimum, and the custodian earns more on your idle balance than it ever will on your index fund.

Source: Devenir HSA Research Report, year-end 2024 · EBRI HSA Database, 2023 · Figures point-in-time
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