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.