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The Principal Financial Well-Being IndexSM: American Workers

American workers are feeling more financially fit than a year ago as their economic outlook improves, according to new research from The Principal Knowledge Center.

Financial fitness

  • 46% of workers consider themselves financially healthy, up 18% from last quarter
  • 33% of workers say paying down debt is their top money management priority
  • 24% of workers say saving for retirement is their top goal

Holiday Spending (and Saving)

  • 51% of workers are setting a budget – of those, 87% plan to stick to it
  • 61% plan to spend the same as last year – 53% say that’ll be less than $500
  • 65% of workers plan to give back to charity this holiday

Ringing in the New Year

  • 65% of workers will make a financial New Year's resolution
  • 33% say paying down debt is their top money management priority for 2015
  • 24% say saving for retirement tops their list

Learn More

NEW! Fourth quarter 2014 research on American Workers:

Third quarter 2014 research on Business Owners:

The Principal Financial Well-Being Index: American Workers surveyed workers 18 years and older who work at small and mid-sized businesses (firm size 10-1,000). It was conducted on behalf of the Principal Financial Group® between October 23 and November 3, 2014 among 1,123 employees. The Index is part of a series of quarterly studies commissioned by The Principal Knowledge Center examining the financial well-being of American workers, business owners and advisor opinions and practice management. The survey is conducted online by Harris Poll®.

For more information, contact Erica Jensen at 515.362.0049 ( or Hillary Gebert at 515.246.4942 (

Have a question? Call us at 1.800.986.3343

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