2014–15 MacroMonitor Sample Sizes
The sample sizes below represent the number of household responses from the 2014–15 MacroMonitor.
Demographics
Generations | Sample Size |
---|---|
Millennials (1977–96) | 607 |
Gen Xers (1963–76) | 961 |
Younger Boomers (1954–62) | 1104 |
Older Boomers (1946–53) | 870 |
Silent/Greatest (born before 1946) | 863 |
Financial Segments | Sample Size |
---|---|
Net Worth $1 Million+ | 1039 |
Total Assets $1 Million+ | 1207 |
Financial Assets $1 Million+ | 653 |
Investable Assets $1 Million+ | 491 |
Middle market ($50k to $125k HHI) | 2001 |
Ethnicity (not including oversamples) | Sample Size |
---|---|
Asian | 216 |
African American | 388 |
Caucasian | 3678 |
Hispanic | 330 |
Marital Status | Sample Size |
---|---|
Single | 504 |
Married | 2846 |
Divorced/widowed/separated | 707 |
Education | Sample Size |
---|---|
High school or less | 834 |
Four-year college degree | 1014 |
Master's degree | 738 |
PhD or doctorate | 310 |
Household Income | Sample Size |
---|---|
$75,000+ | 2397 |
$100,000+ | 1770 |
$200,000+ | 314 |
Occupation | Sample Size |
---|---|
Professional (primary head) | 1335 |
Business owner (either head) | 624 |
Retired | 1262 |
Online Behavior, Past 2 Years | Sample Size |
---|---|
Social media for finances | 570 |
Smartphone for banking | 1577 |
Financial app download | 494 |
Product Incidences
Savings and Investment Products | Sample Size |
---|---|
CDs | 765 |
Retail stock or bond mutual funds | 1097 |
Recently traded stock | 1241 |
Full-service brokerage account | 1084 |
Discount brokerage account | 597 |
Personal-trust establishers | 412 |
Retirement Products | Sample Size |
---|---|
IRAs and SEPs (net) | 2460 |
Traditional IRAs | 1815 |
Roth IRAs | 1102 |
Salary-reduction plans (net) | 2411 |
401(k)s | 1813 |
Roth 401(k)s | 269 |
403(b)s | 397 |
Individual annuities (net) | 866 |
Fixed | 329 |
Indexed | 376 |
Variable | 282 |
Credit and Charge Cards | Sample Size |
---|---|
Visa | 3097 |
MasterCard | 2215 |
Discover Card | 1255 |
American Express Credit Card | 1300 |
Travel and Entertainment Charge Cards | 611 |
Life Insurance | Sample Size |
---|---|
Any individual life | 1975 |
Term life | 1090 |
Whole life | 1018 |
Universal life | 230 |
Property/Casualty Insurance | Sample Size |
---|---|
Homeowners | 3442 |
Renters | 351 |
Vehicle | 3609 |
Health Insurance | Sample Size |
---|---|
Individual | 1070 |
Group | 2574 |
Supplemental | 834 |
Dental | 2629 |
Eye | 1976 |
Long-term care | 870 |
Disability | 853 |
Credit Products | Sample Size |
---|---|
First mortgages | 2085 |
Second mortgages | 196 |
HELOCs | 639 |
Vehicle loans | 1495 |
Vehicle leases | 205 |
Installment loans | 398 |
Institutions Used
Depositories | Sample Size |
---|---|
Bank of America | 1095 |
Capital One | 693 |
Chase | 1202 |
Citibank | 570 |
Citizens Bank | 118 |
Credit Union (nonspecific) | 2262 |
HSBC | 126 |
PNC | 248 |
Sun Trust | 133 |
TD Bank | 125 |
U.S. Bancorp | 275 |
Wells Fargo | 896 |
Insurance Companies | Sample Size |
---|---|
AETNA | 308 |
Allstate | 466 |
Farmers | 259 |
GEICO | 377 |
Hartford | 233 |
MetLife | 445 |
Nationwide | 178 |
New York Life | 137 |
Progressive | 317 |
Prudential Financial | 178 |
State Farm | 985 |
USAA | 340 |
Investment Companies | Sample Size |
---|---|
Ameriprise Financial | 120 |
American Funds | 192 |
Charles Schwab | 261 |
Edward Jones | 227 |
Fidelity | 692 |
Merrill Lynch/Bank of America | 182 |
Morgan Stanley | 181 |
TD Ameritrade | 179 |
TIAA-CREF | 158 |
T. Rowe Price | 166 |
Vanguard | 414 |
Wells Fargo Advisors | 184 |
Credit-Card Providers | Sample Size |
---|---|
American Express | 1225 |
Bank of America | 1010 |
Capital One | 1025 |
Chase | 1548 |
Citigroup | 802 |
Discover | 1164 |
GE Money | 173 |
HSBC | 143 |
U.S. Bancorp | 198 |
USAA | 200 |
Wells Fargo | 333 |
Other Populations of Interest
Open to Switching Primary: | Sample Size |
---|---|
Bank or credit union | 881 |
Insurance company | 1348 |
Investment company | 534 |
Households with: | Sample Size |
---|---|
Veteran of US Military | 1070 |
Boomerang kids | 444 |
Dependent adults | 414 |
Union member | 287 |
LGBT | 331 |
Emerging Affluent Households* | 241 |
Recent Life Events | Sample Size |
---|---|
Changed residence | 318 |
Changed employer | 309 |
Lost job | 251 |
Death of spouse/close relative | 346 |
Income decrease of 25%+ | 263 |
Someone in household retired | 315 |
Major illness | 284 |
Home purchase | 264 |
* 2013 HHI $100,000+ OR Total Assets (excluding value of primary home) $500,000+ AND financial assets excluding cash value of life insurance of under $300,000 AND primary home value of less than $200,000.