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Self-assessed confidence or comfort in making investment decisions in one's retirement accounts, on a four-point scale; the wording shifts between 'confident' and 'comfortable'.
AI-matched An AI model grouped these questions and mapped their answers onto shared categories, and a second AI review checked and corrected the grouping and mapping. No person has checked it: compare the question wordings and the answer mapping below before reading the lines against each other.
Latest: 13% answered “Very confident/comfortable” in Fed SHED: Comfort making own retirement investment decisions, 2022.
Shares of everyone asked, including non-answers. Each column is one survey wave, evenly spaced rather than to scale in time; hover for exact shares.
Shares of everyone asked, including non-answers. Each point is one survey wave at the middle of its field period. Lines from different surveys are never spliced together.
Groups differ from everyone by 10 points on average across all answers, in Fed SHED: Comfort making own retirement investment decisions.
Groups differ from everyone by 8 points on average across all answers, in Fed SHED: Comfort making own retirement investment decisions.
Subgroup charts are picked automatically. Of every breakdown in the data (party, ideology, age, sex, race, education, income, region, religion, and community type), these two put their groups furthest from everyone’s answers: the gap is averaged across all answer categories and waves, with each group weighted by its share of respondents. Party and ideology count as one choice, so the second chart shows a different kind of split. Groups with an effective sample under 50 in a wave are left out of that wave, and changes run from each group’s first wave to its last.
| Line | Question | Match | How answers map |
|---|---|---|---|
| Fed SHED: Comfort making own retirement investment decisions | Comfort making own retirement investment decisions How comfortable are you with making your own investment decisions in your retirement accounts? Caveat: Asks 'comfortable' rather than 'confident'; no 'right decisions' wording | equivalent | Very comfortable → Very confident/comfortable; Mostly comfortable → Mostly confident/comfortable; Slightly comfortable → Slightly confident/comfortable; Not comfortable → Not confident/comfortable |
| Fed SHED: Confidence in making retirement investment decisions | Confidence in making retirement investment decisions How confident are you in your ability to make the right investment decisions when managing and investing the money in your retirement accounts (including IRA, 401(k), 403(b), Thrift, or other retirement accounts where you choose the investments for yourself)? Caveat: Same wording and scale as the reference | identical | Very confident → Very confident/comfortable; Mostly confident → Mostly confident/comfortable; Slightly confident → Slightly confident/comfortable; Not confident → Not confident/comfortable |
| Fed SHED: Confidence in making retirement investment decisions | Confidence in making retirement investment decisions How confident are you in your ability to make the right investment decisions when managing and investing the money in your retirement accounts (including IRA, 401(k), 403(b), Thrift, or other retirement accounts where you choose the investments for yourself)? Caveat: Reference wording (confidence in ability) | identical | Very confident → Very confident/comfortable; Mostly confident → Mostly confident/comfortable; Slightly confident → Slightly confident/comfortable; Not confident → Not confident/comfortable |