2010–11 MacroMonitor Sample Sizes
The sample sizes below represent the number of household responses from the 2010–11 MacroMonitor. Our target number of responses for the 2012–13 MacroMonitor will remain the same, so we expect approximately the same distributions for that wave.
Demographics
| Generations |
Sample Size |
| Gen X/Gen Y |
1329 |
| Younger Boomers |
1028 |
| Older Boomers |
963 |
| Silent Generation |
934 |
| Greatest Generation |
120 |
| Millionaires |
Sample Size |
| Net Worth $1 Million+ |
852 |
| Total Assets $1 Million+ |
1020 |
| Financial Assets $1 Million+ |
489 |
| Investable Assets $1 Million+ |
401 |
| Education |
Sample Size |
| Four-Year-College Degree |
956 |
| Master's Degree |
748 |
| PhD or Doctorate |
295 |
| Household Income |
Sample Size |
| $75 000+ |
2028 |
| $100 000+ |
1488 |
| $200 000+ |
186 |
| Occupation |
Sample Size |
| Professional (primary head) |
1315 |
| Business Owner (either head) |
616 |
| Education/Research (either head) |
695 |
Product Incidences
| Savings and Investment Products |
Sample Size |
| CDs |
1125 |
| Retail Mutual Funds |
1097 |
| Traded Stock |
1218 |
| Full-Service Brokerage Accounts |
1131 |
| Discount Brokerage Accounts |
576 |
| Wrap Accounts |
218 |
| Personal Trust Establishers |
438 |
| Retirement Products |
Sample Size |
| IRAs & SEPs (net) |
2359 |
| Traditional IRAs |
1717 |
| Roth IRAs |
897 |
| Salary-Reduction Plans (net) |
2203 |
| 401(k)s |
1623 |
| 403(b)s |
389 |
| Individual Annuities |
758 |
| Guardian Products |
Sample Size |
| Custodial Accounts |
395 |
| Education Savings IRAs |
202 |
| 529s |
334 |
| Health Insurance Products |
Sample Size |
| Individual Health |
1308 |
| Supplemental |
665 |
| Dental |
2436 |
| Eye |
1813 |
| Long-Term Care |
764 |
| Disability |
871 |
| Internet Financial Services |
Sample Size |
| Banking |
3007 |
| Investing |
1072 |
| Other Financial Services |
842 |
| Credit Cards |
Sample Size |
| Visa |
2879 |
| MasterCard |
2206 |
| Discover Card |
1170 |
| Travel & Entertainment |
689 |
| American Express |
1128 |
| Gold/Platinum |
1798 |
| Signature/Signature Elite |
712 |
| World/World Elite/Prestige |
187 |
| Life Insurance Products |
Sample Size |
| Any Individual Life |
2059 |
| Term Life |
989 |
| Whole Life |
1062 |
| Universal Life |
228 |
| Property/Casualty Products |
Sample Size |
| Homeowners |
3250 |
| Renters |
368 |
| Vehicle (owned or leased) |
3553 |
| Credit Products |
Sample Size |
| First Mortgages |
2082 |
| Second Mortgages |
287 |
| Home Equity Credit Lines |
781 |
| Vehicle Loans |
1390 |
| Vehicle Leases |
69 |
| Installment Loans |
454 |
| Education Loans |
576 |
Institutional Use
| Depositories |
Sample Size |
| American Express Bank |
182 |
| Bank of America |
1202 |
| Capital One |
463 |
| Chase |
1075 |
| CitiBank |
681 |
| Citizens Bank/Charter One |
128 |
| PNC/National City |
216 |
| US Bancorp |
252 |
| Wells Fargo |
863 |
| Investment Companies |
Sample Size |
| Ameriprise |
142 |
| American Funds |
291 |
| Charles Schwab |
224 |
| Fidelity Investments |
694 |
| Janus |
128 |
| Merrill Lynch |
206 |
| Morgan Stanley Smith Barney |
209 |
| Oppenheimer Funds |
126 |
| Putnam Investments |
126 |
| T. Rowe Price |
177 |
| Vanguard |
415 |
| Wells Fargo Advisors |
236 |
| Insurance Companies |
Sample Size |
| AETNA |
300 |
| Allstate |
440 |
| Farmers |
225 |
| GEICO |
291 |
| Hartford |
223 |
| MetLife |
397 |
| Nationwide |
144 |
| New York Life |
132 |
| Progressive |
232 |
| Prudential |
147 |
| State Farm |
853 |
| USAA |
283 |
Trust in Institutions and Intermediaries (A Great Deal)
| Institutions |
Sample Size |
| Full-Service Brokerage |
386 |
| Discount Brokerage |
188 |
| Mutual Fund Company |
486 |
| Insurance Company |
711 |
| Financial Planning Company |
469 |
| Bank or S&L |
1584 |
| Credit Union |
2015 |
Financial Attitudes (Agree With Statement)
| Statement |
Sample Size |
| Our household's spending habits have not changed much in the past two years. |
3202 |
| My household needs help managing its financial affairs. |
1588 |
| The stock market is too risky for me. |
2285 |
| I am concerned that our household has more debt than it should. |
1778 |
| I am careful not to use more credit than I should. |
3699 |
| I don't have as much life insurance as I should. |
1967 |
| My household is considering eliminating some relationships with financial institutions to simplify our finances. |
1255 |
| I'm worried about outliving my savings and investments. |
2318 |
| I prefer to consult with a specialist when making financial decisions. |
1921 |
| Protecting my household from identity theft is a high priority. |
3552 |