About Fidelity’s Life Decisions Research
Unless otherwise noted, data represents the Fidelity Investments Life Decisions Research online survey of more than 9,000 defined contribution plan participants recordkept by Fidelity and who are employed full time (more than 30 hours per week). The survey included 1,880 Millennial, 2,862 Generation X, and 4,666 Baby Boomer DC plan participants recordkept by Fidelity and who are employed full time. Participants were asked to identify the most impactful event in their life over the past 12 months, as well as the effects it has had on various aspects of their life. The research was completed in October 2016 by Greenwald & Associates, Inc., an independent third-party research firm. Fidelity also worked in collaboration with the Stanford Center on Longevity on the study.
1 Workforce makeup is based on Fidelity participant data as of 6/30/2017. For more than half of each generation in the Life Decisions Research, the most impactful life event of the past year was negative.
2 As part of the Life Decisions Research, respondents were asked how old they were when they experienced certain major life events for the first time. This timeline represents averages for members of each generation.
3 Melissa, Jackie, and Bob are personas created from subsets of survey responses in the Life Decisions Research.
4 Fidelity Financial Wellness online survey, completed by 6,400 people, including 1,500 Millennials, June-July 2016.
5 Analysis based on generational subsets of data collected through the Fidelity Investments Life Decisions Research.
6 Fidelity Investments Decision to Retire Research, August 2015.
7 Fidelity Markers of Financial Wellness Survey of more than 6,000 active Defined Contribution plan participants recordkept by Fidelity, who have input into household financial decisions. Conducted by CMI Research, an independent third-party research firm. July 2016.
or Plan Sponsor and investment professional use only. Not for use with plan participants.
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