2016–17 MacroMonitor Sample Sizes
The sample sizes below represent the number of household responses from the 2016–17 MacroMonitor.
Demographics
Generations | Sample Size |
---|---|
Millennials (1977–96) | 747 |
Gen Xers (1963–76) | 1082 |
Younger Boomers (1954–62) | 968 |
Older Boomers (1946–53) | 731 |
Silent/Greatest (born before 1946) | 792 |
Financial Segments | Sample Size |
---|---|
Net Worth $1 Million+ | 1167 |
Total Assets $1 Million+ | 1361 |
Financial Assets $1 Million+ | 740 |
Investable Assets $1 Million+ | 565 |
Middle market ($50k to $125k HHI) | 1657 |
Ethnicity (not including oversample) | Sample Size |
---|---|
Asian | 292 |
African American | 372 |
Caucasian | 3527 |
Hispanic | 369 |
Marital Status | Sample Size |
---|---|
Single | 574 |
Married | 2645 |
Divorced/widowed/separated | 759 |
Education | Sample Size |
---|---|
High school or less | 839 |
Four-year college degree | 1073 |
Master's degree | 716 |
PhD or doctorate | 349 |
Household Income | Sample Size |
---|---|
$75,000+ | 2556 |
$100,000+ | 2116 |
$200,000+ | 502 |
Occupation | Sample Size |
---|---|
Professional (primary head) | 1394 |
Business owner (either head) | 533 |
Retired (primary head) | 1204 |
Online Behavior, Past 2 Years | Sample Size |
---|---|
Social media for finances | 668 |
Smartphone for banking | 2243 |
Financial app download | 801 |
Product Incidences
Savings and Investment | Sample Size |
---|---|
CDs | 633 |
Retail stock or bond mutual funds | 984 |
Publicly traded stock | 1265 |
Full-service brokerage account | 1046 |
Discount brokerage account | 659 |
Personal-trust establishers | 415 |
Retirement Products | Sample Size |
---|---|
IRAs and SEPs (net) | 2309 |
Traditional IRAs | 1785 |
Roth IRAs | 1086 |
Salary-reduction plans (net) | 2279 |
401(k)s | 1773 |
Roth 401(k)s | 247 |
403(b)s | 347 |
Individual annuities (net) | 743 |
Fixed | 291 |
Indexed | 88 |
Variable | 227 |
Credit and Charge Cards | Sample Size |
---|---|
Visa | 3158 |
MasterCard | 2158 |
Discover Card | 1112 |
American Express Credit Card | 1110 |
Travel and Entertainment Charge Cards | 611 |
Used Contactless Payment | 418 |
Now Use | Sample Size |
---|---|
ROBO advisor | 232 |
P2P lending/investing | 100 |
P2P borrowing | 59 |
P2P payment (excluding PayPal) | 760 |
Individual Life Insurance | Sample Size |
---|---|
Any individual life | 1790 |
Term life | 922 |
Whole life | 883 |
Universal life | 226 |
Property/Casualty Insurance | Sample Size |
---|---|
Homeowners | 3176 |
Renters | 445 |
Vehicle | 3370 |
Health Insurance | Sample Size |
---|---|
Individual | 1243 |
Supplemental | 942 |
Dental | 2516 |
Eye | 1915 |
Long-term care | 945 |
Disability | 972 |
Credit Products | Sample Size |
---|---|
First mortgages | 1975 |
Second mortgages | 159 |
HELOCs | 545 |
Vehicle loans | 1382 |
Vehicle leases | 235 |
Installment loans | 307 |
Education loans | 460 |
Institutions Used
Depositories | Sample Size |
---|---|
Ally | 180 |
American Express Bank | 188 |
Bank of America | 1053 |
Capital One | 752 |
Chase | 1245 |
Citibank | 611 |
Citizens Bank | 120 |
Other Credit Unions | 1975 |
Navy Federal Credit Union | 675 |
PNC | 277 |
Sun Trust | 129 |
TD Bank | 172 |
U.S. Bank | 269 |
USAA | 291 |
Wells Fargo | 894 |
Insurance Companies | Sample Size |
---|---|
Allstate | 474 |
Farmers | 243 |
GEICO | 450 |
Hartford | 183 |
Liberty Mutual | 221 |
MetLife | 413 |
Nationwide | 181 |
New York Life | 125 |
Northwestern Mutual | 126 |
Progressive | 337 |
Prudential Financial | 170 |
State Farm | 875 |
Travelers | 186 |
USAA | 334 |
Investment Companies | Sample Size |
---|---|
American Funds | 162 |
Ameriprise Financial | 121 |
Charles Schwab | 240 |
E*Trade | 171 |
Edward Jones | 221 |
Fidelity | 680 |
Merrill Lynch/Bank of America | 198 |
Morgan Stanley | 159 |
Scottrade | 126 |
TD Ameritrade | 206 |
TIAA | 172 |
T. Rowe Price | 152 |
USAA | 151 |
Vanguard | 483 |
Wells Fargo Advisors | 199 |
Credit-Card Providers | Sample Size |
---|---|
American Express | 1110 |
Bank of America | 945 |
Capital One | 990 |
Chase | 1466 |
Citigroup | 979 |
Discover | 956 |
U.S. Bank | 183 |
USAA | 195 |
Wells Fargo | 348 |
Other Populations of Interest
Open to Switching Primary: | Sample Size |
---|---|
Bank or credit union | 893 |
Insurance company | 1397 |
Investment company | 593 |
Households with: | Sample Size |
---|---|
Veteran of US Military | 947 |
Boomerang kids | 389 |
Dependent adults | 443 |
Union member | 241 |
Recent Life Events | Sample Size |
---|---|
Changed residence | 341 |
Changed employer | 243 |
Lost job | 170 |
Death of spouse/close relative | 275 |
Income decrease of 25%+ | 159 |
Someone in household retired | 298 |
Major illness | 266 |
Home purchase | 280 |
Major home improvement | 279 |
Job promotion | 382 |