The Retirement Confidence Survey (RCS) gauges the views and attitudes of working-age and retired Americans regarding retirement, their preparations for retirement, their confidence with regard to various aspects of retirement, and related issues. The RCS is the longest-running survey of its kind and is conducted annually by the Employee Benefit Research Institute (EBRI) and the independent research firm Greenwald Research.

The 2023 survey of 2,537 Americans was conducted online January 5 through February 2, 2023. All respondents were ages 25 or older. The survey included 1,320 workers and 1,217 retirees — this year included an oversample of roughly 944 completed surveys among caregivers (598 workers and 346 retirees).

Data were weighted by age, sex, caregiver status, household income, and race/ethnicity. Unweighted sample sizes are noted on charts to provide information for margin of error estimates. The margin of error would be ± 2.8 percentage points for workers, ± 2.9 retirees, and ± 3.3 for caregiver respondents in a similarly sized random sample.