Transamerica Institute

A Compendium of Findings About American Workers
Full Survey Results

retirement survey of workers compendium image 650 x 325
The Compendium provides a five-year trend analysis and in-depth perspectives on access to employer-sponsored retirement benefits, savings rates, retirement planning-related activities, and the changing nature of retirement itself. This extensive report offers 30 key indicators of retirement readiness, preparations and attitudes among workers by employer size, generation, gender, household income, level of education, and ethnicity.

Downloadable Materials:

Research report
Press release - December 14, 2016
Influences of Company Size on Retirement Readiness - Excerpt
Influences of Generation on Retirement Readiness - Excerpt
Influences of Gender on Retirement Readiness - Excerpt
Influences of Household Income on Retirement Readiness - Excerpt
Influences of Educational Attainment on Retirement Readiness - Excerpt
Influences of Ethnicity on Retirement Readiness - Excerpt

Infographics and Shareable Images:



62% of workers are confident about retirement
Saving for retirement is the greatest financial priority: women vs men
Age started saving for retirement: Millennials, Generation X, Baby Boomers
Access to a 401(k) or similar plan: small vs large company workers
68% of workers don't know much about retirement investing