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How comfortable are you with choosing and managing your investments?
Comfort with choosing and managing investments · Asked in 3 waves, 2023–2025 · 36,629 responses · weighted estimates computed from individual responses
Version of DC4 first asked in 2023: wording or answer options differ from shed:DC4.
Shares of people who gave an answer. Each column is one wave, evenly spaced rather than to scale in time; hover for exact shares.
| Group | Very comfortable | Mostly comfortable | Slightly comfortable | Not comfortable | n | MoE | |
|---|---|---|---|---|---|---|---|
| All respondents | 17% | 30% | 29% | 24% | 12934 |
Shares of people who gave an answer. A group’s column is left blank in waves where its effective sample is under 50; hover for exact shares.
| ±0.9 |
| Less than high school | 13% | 20% | 22% | 45% | 679 | ±4 |
| High school | 15% | 27% | 28% | 30% | 3032 | ±2 |
| Some college | 15% | 29% | 31% | 25% | 3711 | ±2 |
| Bachelor's | 20% | 32% | 30% | 18% | 3403 | ±2 |
| Postgraduate | 23% | 37% | 25% | 15% | 2109 | ±2 |
SHED 2025 · US adults 18+. Shares of people who gave an answer. n is unweighted; ± is the 95% margin of error at 50% from the weighted effective sample. Groups with an effective sample under 50 are grayed; under 20, hidden.