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Consumer Expenditure Surveys

The CE Annual Data Quality Profile — 2025

Authors: Grayson Armstrong, Wendy Carlton, Patrick Carr, Gray Jones, and Laura Petit

This paper was published as part of the Consumer Expenditure Surveys Program Report Series.

Table of Contents

Overview

Highlights

A. CE Quarterly Interview Survey

1. Final disposition rates of eligible sample units

2. Records Use

3. Information Booklet use

4. Expenditure edit rates

5. Income imputation rates

6. Respondent burden

7. Survey response time

8. Survey mode

B. CE Diary Survey

1. Final disposition rates of eligible sample units

2. Information Booklet use

3. Expenditure edit rates

4. Income imputation rates

5. Survey response time

6. Survey mode

7. Online Diary Paradata

Summary

References

 

Overview

The Bureau of Labor Statistics (BLS) is committed to producing consistently high quality data (i.e., accurate, objective, relevant, timely, and accessible) in accordance with Statistical Policy Directive No. 1.[1] This Directive, issued by the Office of Management and Budget, affirms the fundamental responsibilities of Federal Statistical Agencies, and recognizes statistical units in the design, collection, processing, editing, compilation, storage, analysis, release, and dissemination of statistical information. BLS provides data users with a variety of resources to assist them in analyzing overall Consumer Expenditure Survey (CE) data quality. CE data users can evaluate quality on their own by utilizing the following:

In addition, the Data Quality Profile (DQP) provides a comprehensive set of quality metrics that are timely, routinely updated, and accessible to users. For data users, DQP metrics are an indication of quality for both the CE Interview Survey and the Diary Survey.[5] For internal stakeholders, these metrics signal areas for potential survey improvement.

The DQP includes, for each metric, a brief description of the metric, along with accompanying results, which are tabulated and charted. The DQP Reference Guide gives detailed descriptions of the metrics, computations, and methodology (Armstrong, Carlton, Carr, Jones, and Petit, 2026). The purpose of the DQP report series is to highlight recent updates in the set of provided data quality metrics.

BLS began publishing annual DQPs with the release of the 2017 data, though prototype DQPs are available for 2013 and 2015. Midyear DQPs started with the 2020 midyear data release, which covered the period of July 2019 through June 2020. The last midyear DQP was released in 2024.[6] Prior DQPs are available on the CE Library Page.

The data quality metrics are reported in a quarterly format, where the quarter represents the three-month period in which the survey data were collected. Because Interview Survey respondents are asked to recall expenditures from the prior three months, the data collected in the first quarter of 2026 include expenditures made in the fourth quarter of 2025. For example, an interview conducted in March of 2026 includes expenditures from December 2025, as well as January and February of 2026. In contrast, respondents to the Diary Survey report expenditures on the days that they were incurred in the two-week diary keeping period. This is why this report’s Interview Survey metrics appear to lead the Diary Survey by a quarter (e.g., covering the first quarter of 2026 for the Interview Survey and the fourth quarter of 2025 for the Diary Survey).


Highlights

In this section, we highlight noteworthy metric updates from the past year of available data. This time frame covers the first quarter of 2025 to the fourth quarter of 2025 for the CE Diary survey, and the second quarter of 2025 to the first quarter of 2026 for the CE Interview survey. Subsequent sections will describe all individual metrics with detailed data tables and graphical representations.

Recent Updates of Note

  • The data quality metrics presented in this report for the fourth quarter of 2025 only represent the month of December 2025, Due to the 2025 lapse in federal appropriations, the Census Bureau could not collect the Consumer Expenditure Surveys (CE) for BLS in October and November 2025. The Census Bureau resumed collection of CE data on December 5, 2025.[7]

  • The response rate in both CE Surveys fell from the previous publication of the Annual CE Data Quality Profile.

  • The Diary Survey response rate was measured at 39.0 percent in the fourth quarter of 2024 and 34.2 percent in the fourth quarter of 2025, while Interview Survey response was measured at 39.9 percent in the first quarter of 2025 and 38.5 percent in the first quarter of 2026.

  • The Interview Survey refusal rate was measured at 27.3 percent in the first quarter of 2025 and 32.7 percent in first quarter of 2026, although this was mostly offset by a concurrent change in other nonresponse from 18.8 percent in the first quarter of 2025 to 13.1 percent in the most recent quarter.

  • The Diary Survey refusal rate was measured at 32.0 percent in the fourth quarter of 2024 and 39.7 percent in the fourth quarter of 2025, and similar to the Interview Survey, were largely offset by a concurrent change in other nonresponse from 19.8 percent in the fourth quarter of 2024 to 15.3 percent in the fourth quarter of 2025.

  • The rate of expenditure diaries completed online was measured at 28.0 percent in the fourth quarter of 2024 and at 30.7 percent in the fourth quarter of 2025.

A. CE Quarterly Interview Survey

1. Final disposition rates of eligible sample units

Final disposition rates of eligible sample units in the Interview Survey represent the final participation outcomes of field staff’s survey recruitment efforts. The BLS classifies the “final outcome” of eligible sample units into the following four main categories:

  1. Completed interview
  2. Nonresponse due to refusal
  3. Nonresponse due to noncontact
  4. Nonresponse due to other reasons

More details on how these categories are defined and how BLS calculates response rates can be found in the DQP Reference Guide (Armstrong, Carlton, Carr, Jones, and Petit, 2026).

The primary interest in response rates is their relationship with nonresponse bias.[8] That is, low response rates can indicate the potential for nonresponse bias in expenditure estimates if the cause of nonresponse is correlated with spending. While recent research on nonresponse bias in the Interview Survey has not shown bias in the CE survey estimates (Ash & Rothbaum, 2024), BLS continually monitors nonresponse bias risk in the CE.

Response rates in this report are presented as unweighted values. This is because CE weights are used to estimate results for the U.S. population, and the goal of this analysis is to measure the results of data collection efforts rather than make inferences about the wider population

Final disposition rate summary

  • The Interview Survey response rate was measured at 39.9 percent in the first quarter of 2025 and 38.5 percent in the first quarter of 2026. This continued the general downward trend visible in the full time series of response rates (See Chart A1.1).[9]

  • Refusal rates in the Interview Survey were measured at 27.3 percent in the first quarter of 2025 and 32.7 percent in first quarter of 2026.

  • The previous drop in refusal rates coincided with the implementation of survey fielding changes that were put in place by the BLS and Census during Fiscal Year 2024 (FY24) and ended in Fiscal Year 2025 (FY25). This survey fielding change targeted Wave 4 cases that were likely to result in a refusal to participate, which effectively shifted these cases to other nonresponse.[10]A similar dynamic between refusals and other nonresponse can be seen in the third quarter of 2022, during the temporary fielding changes in Fiscal Year 2023 (FY23).[11]

  • Noncontact rates were measured at 13.9 percent in the first quarter of 2025 and 15.7 percent in the most recent quarter (the first quarter of 2026).

  • Other nonresponse rates were measured at 18.8 percent in the first quarter of 2025 and 13.1 percent in the most recent quarter (first quarter of 2026).

    • The high percentage of other nonresponse in recent quarters, relative to the full series, resulted from cost containment measures that were implemented in FY24 and ended in FY25. The change in other nonresponse was largely driven by 4th wave interview cases that had resulted in non-interviews in previous interview waves, as such cases were the main target of the survey fielding changes.

    • The previous instance of high other nonresponse in the third quarter of 2022 was related to a similar change to survey fielding procedures in FY23. This resulted in a 17.0 percentage point shift from 2.0 percent in the second quarter of 2022 to 19.0 percent, before moving to 2.0 percent in the fourth quarter of 2022.

    [12]

     Table A1.1 Interview survey: distribution of final dispositions for eligible sample units (unweighted)[13]
    Quarter Number of eligible sample units Interview (in percent) Refusal (in percent) Noncontact (in percent) Other nonresponse (in percent)

    Q1 2016

    10,123 63.5 25.7 6.6 4.2

    Q2 2016

    10,101 62.8 25.7 7.2 4.4

    Q3 2016

    10,037 63.5 25.5 6.0 5.0

    Q4 2016

    10,114 62.3 26.5 6.1 5.1

    Q1 2017

    10,113 61.4 28.7 5.3 4.6

    Q2 2017

    9,988 61.8 28.0 5.5 4.6

    Q3 2017

    9,954 61.2 28.9 5.1 4.9

    Q4 2017

    10,138 59.2 30.7 5.7 4.4

    Q1 2018

    10,077 58.7 31.1 5.7 4.5

    Q2 2018

    10,075 58.6 31.1 5.5 4.8

    Q3 2018

    10,053 57.4 32.6 5.5 4.5

    Q4 2018

    10,161 54.8 34.7 5.5 5.0

    Q1 2019

    10,108 55.6 34.3 4.8 5.2

    Q2 2019

    10,075 54.5 35.5 5.0 5.0

    Q3 2019

    10,036 53.2 36.5 5.6 4.8

    Q4 2019

    10,170 51.6 36.8 6.1 5.5

    Q1 2020

    9,956 52.2 33.8 4.7 9.3

    Q2 2020

    10,581 45.9 15.4 0.8 37.9

    Q3 2020

    11,190 44.5 24.2 3.9 27.4

    Q4 2020

    11,185 46.5 36.8 6.3 10.4

    Q1 2021

    11,125 46.0 38.9 6.8 8.3

    Q2 2021

    11,120 46.7 41.1 9.5 2.7

    Q3 2021

    11,117 46.1 43.0 8.4 2.5

    Q4 2021

    11,275 43.5 44.3 9.9 2.3

    Q1 2022

    11,320 45.8 42.8 9.3 2.1

    Q2 2022

    11,202 46.2 43.5 8.3 2.0

    Q3 2022

    11,235 40.8 23.8 16.4 19.0

    Q4 2022

    11,248 41.0 33.9 23.0 2.0

    Q1 2023

    11,299 42.5 36.5 20.1 0.9

    Q2 2023

    11,308 42.0 38.0 18.9 1.1

    Q3 2023

    11,383 41.9 39.7 16.8 1.7

    Q4 2023

    11,515 40.5 31.2 15.1 13.2

    Q1 2024

    11,453 40.9 30.4 13.6 15.1

    Q2 2024

    11,380 41.1 30.0 14.2 14.8

    Q3 2024

    11,368 40.6 28.0 12.9 18.5

    Q4 2024

    11,498 40.0 27.4 12.7 19.9

    Q1 2025

    11,916 39.9 27.3 13.9 18.8

    Q2 2025

    10,637 39.0 32.6 14.0 14.4

    Q3 2025

    10,608 41.0 33.3 14.6 11.0

    Q4 2025

    3,594 36.6 33.8 16.8 12.9

    Q1 2026

    10,708 38.5 32.7 15.7 13.1

    2. Records use

    The Records Use metric measures the proportion of respondents who refer to records while answering the Interview Survey questions, as reported by Census Field Representatives (FRs). Examples of records include, but are not limited to, receipts, bills, checkbooks, and bank statements. The interviewer documents records use retrospectively, at the end of the interview. Past research has shown that respondents who refer to expenditure records report more expenditures with lower rates of item nonresponse and rounded data (Abdirizak, Erhard, Lee, and McBride, 2017). The rate at which respondents refer to records, rather than relying on recall alone, is a signal of these quality measures; thus, higher records use rates indicate less likelihood of measurement error. Metrics in this section are presented by survey wave.[14] More information on the Records Use metric appears in the DQP Reference Guide (Armstrong, Carlton, Carr, Jones, and Petit, 2026).

    Record use summary

    • The share of interview respondents using records was little changed between the publishing of the 2024 Data Quality Profile and the first quarter of 2026 (See Chart A2.1).

    • The share of respondents referring to records in Wave 1 experienced an overall shift of 0.8 percentage points, from 62.6 percent in the first quarter of 2025 to 63.4 percent in the first quarter of 2026. The rate of 63.4 percent in the first quarter of 2026 represented the highest point in the series since the fourth quarter of 2016.

    • The share of respondents referring to records in Waves 2 & 3 experienced an overall shift of 0.7 percentage points from 58.3 percent in the first quarter of 2025 to 59.0 percent in the first quarter of 2026.

    • Wave 4 records use experienced an overall shift of 2.5 percentage points from 58.7 percent in the first quarter of 2025 to 61.2 percent in the first quarter of 2026.

     Table A2.1 Interview survey: prevalence of records use among respondents
    Quarter Number of Wave 1 Respondents Wave 1 Records Used (in percent) Number of Wave 2 & 3 Respondents Waves 2 & 3 Records Used (in percent) Number of Wave 4 Respondents Wave 4 Records Used (in percent)

    Q1 2016

    1,631 43.0 3,172 41.7 1,623 42.0

    Q2 2016

    1,633 42.3 3,102 40.3 1,607 41.8

    Q3 2016

    1,688 69.9 3,087 49.0 1,597 50.8

    Q4 2016

    1,660 70.3 3,108 53.8 1,533 49.2

    Q1 2017

    1,557 51.3 3,078 55.1 1,573 50.3

    Q2 2017

    1,573 52.7 3,003 50.9 1,601 56.2

    Q3 2017

    1,581 49.1 2,933 45.8 1,576 53.2

    Q4 2017

    1,592 48.2 2,935 49.2 1,477 49.2

    Q1 2018

    1,501 53.7 2,951 49.5 1,464 52.7

    Q2 2018

    1,529 50.2 2,884 47.4 1,486 50.1

    Q3 2018

    1,494 50.3 2,815 48.8 1,464 48.9

    Q4 2018

    1,399 53.3 2,782 48.7 1,390 51.5

    Q1 2019

    1,465 55.2 2,730 51.1 1,428 52.7

    Q2 2019

    1,443 51.6 2,653 51.7 1,397 53.6

    Q3 2019

    1,401 50.1 2,651 49.0 1,285 51.3

    Q4 2019

    1,318 53.0 2,637 48.8 1,293 53.1

    Q1 2020

    1,239 53.6 2,601 50.7 1,362 53.4

    Q2 2020

    965 51.9 2,559 50.0 1,334 52.4

    Q3 2020

    1143 49.3 2,444 49.4 1,393 51.0

    Q4 2020

    1,230 50.1 2,589 50.1 1,386 51.9

    Q1 2021

    1,250 52.0 2,515 50.3 1,350 52.4

    Q2 2021

    1,325 49.8 2,534 47.8 1,337 50.5

    Q3 2021

    1,352 53.0 2,488 48.6 1,281 49.6

    Q4 2021

    1,229 54.8 2,450 53.2 1,223 54.0

    Q1 2022

    1,347 60.3 2,551 53.9 1,289 56.7

    Q2 2022

    1,325 55.4 2,532 52.6 1,320 54.4

    Q3 2022

    1,277 57.6 2,153 55.7 1,150 57.0

    Q4 2022

    1,234 57.1 2,258 55.4 1,125 59.0

    Q1 2023

    1,288 60.8 2,400 59.8 1,119 61.7

    Q2 2023

    1,263 56.5 2,369 57.9 1,119 61.4

    Q3 2023

    1,246 57.7 2,314 57.6 1,210 56.1

    Q4 2023

    1,197 60.2 2,343 58.0 1,122 61.2

    Q1 2024

    1,201 62.6 2,337 60.5 1,150 63.1

    Q2 2024

    1,224 58.3 2,339 57.1 1,110 60.9

    Q3 2024

    1,226 58.4 2,278 55.8 1,108 59.3

    Q4 2024

    1,232 60.8 2,270 56.6 1,099 56.9

    Q1 2025

    1,183 62.6 2,448 58.3 1,127 58.7

    Q2 2025

    1,075 62.0 2,088 57.9 987 58.2

    Q3 2025

    1,215 59.0 2,084 56.6 1,055 58.4

    Q4 2025

    329 60.2 668 53.6 319 57.1

    Q1 2026

    1,088 63.4 2,110 59.0 929 61.2

    3. Information Booklet use

    The Information Booklet is a recall aid that the Census FR provides to respondents. The Information Booklet provides response options for demographic questions and bracket response options for income questions. Additionally, Survey respondents can use the Information Booklet to view clarifying examples for specific expenditures that each section/item code is intended to collect.

    Information Booklet use captures the frequency of which respondents choose to utilize this resource. Respondents who are interviewed in-person receive a direct, hard copy of the Information Booklet from the FR. However, respondents who are interviewed by telephone typically do not have ready access to the Information Booklet, although a PDF version is available on the BLS website. In 2025, respondents only had access to the PDF version.

    Thus, this metric should be interpreted in conjunction with the rise in telephone interviews during the COVID-19 pandemic. Higher Information Booklet use is encouraged, as use can improve reporting quality by clarifying concepts and providing contextual examples. More information on the Information Booklet metric appears in the DQP Reference Guide (Armstrong, Carlton, Carr, Jones, and Petit, 2026).

    Information booklet use summary

    • The rate of Information Booklet use among Wave 1 respondents saw an overall shift of 5.0 percentage points in the most recent year of available data, moving from 32.3 percent in the first quarter of 2025 to 37.3 percent in the first quarter of 2026. This series experienced fluctuations between the second and fourth quarters of 2025, including in the fourth quarter of 2025 when the rate reached 38.0 percent for the first time since 2019 (See Chart A3.1).

    • The rate of Information Booklet use among Wave 2 & 3 respondents experienced a shift of 3.5 percentage points in the most recent year of available data, moving from 26.6 percent in the first quarter of 2025 to 30.1 percent in the first quarter of 2026. Similar to Wave 1, Information Booklet use among Wave 2 & 3 respondents had fluctuations between the second and fourth quarters of 2025 and saw a six-year high in this time frame (30.4 percent).

    • Information Booklet use among Wave 4 respondents experienced an overall shift of 7.7 percentage points in the most recent year of data moving from 23.1 percent in the first quarter of 2025 to 30.8 percent in the first quarter of 2026. Like in the previous interview wave groups, Information Booklet use among Wave 4 respondents hit a six-year high during this time period (30.4 percent).[15]

    • Information Booklet use by respondents across all waves continues to be below pre-COVID-19 pandemic levels.[16]

     Table A3.1 Interview survey: prevalence of information booklet use among respondents
    Quarter Wave 1 Respondents Wave 1 Infobook Used (in percent) Waves 2 & 3 Respondents Waves 2 & 3 Infobook Used (in percent) Wave 4 Respondents Wave 4 Infobook Used (in percent)

    Q1 2016

    1,631 48.9 3,172 35.0 1,623 33.5

    Q2 2016

    1,633 47.6 3,102 34.9 1,607 34.8

    Q3 2016

    1,688 58.2 3,087 39.3 1,597 35.3

    Q4 2016

    1,660 56.1 3,108 40.1 1,533 35.6

    Q1 2017

    1,557 49.6 3,078 39.6 1,573 33.8

    Q2 2017

    1,573 53.8 3,003 38.9 1,601 39.0

    Q3 2017

    1,581 52.6 2,933 38.3 1,576 38.5

    Q4 2017

    1,592 50.1 2,935 37.1 1,477 35.2

    Q1 2018

    1,501 50.2 2,951 37.2 1,464 34.4

    Q2 2018

    1,529 47.5 2,884 36.4 1,486 34.5

    Q3 2018

    1,494 48.1 2,815 36.8 1,464 33.9

    Q4 2018

    1,399 49.0 2,782 35.6 1,390 32.4

    Q1 2019

    1,465 46.3 2,730 36.2 1,428 32.8

    Q2 2019

    1,443 49.5 2,653 35.6 1,397 33.9

    Q3 2019

    1,401 47.5 2,651 35.6 1,285 35.0

    Q4 2019

    1,318 46.7 2,637 33.7 1,293 32.3

    Q1 2020

    1,239 37.8 2,601 28.1 1,362 28.8

    Q2 2020

    965 2.6 2,559 2.9 1,334 3.4

    Q3 2020

    1,143 6.7 2,444 4.8 1,393 5.2

    Q4 2020

    1,230 12.4 2,589 9.4 1,386 7.4

    Q1 2021

    1,250 13.3 2,515 9.3 1,350 8.5

    Q2 2021

    1,325 14.9 2,534 11.1 1,337 9.6

    Q3 2021

    1,352 19.3 2,488 12.7 1,281 10.8

    Q4 2021

    1,229 25.1 2,450 17.3 1,223 15.3

    Q1 2022

    1,347 26.9 2,551 18.8 1,289 19.1

    Q2 2022

    1,325 31.2 2,532 22.0 1,320 20.5

    Q3 2022

    1,277 34.3 2,153 24.1 1,150 22.8

    Q4 2022

    1,234 32.3 2,258 25.4 1,125 23.7

    Q1 2023

    1,288 35.9 2,400 28.5 1,119 26.5

    Q2 2023

    1,263 35.2 2,369 27.9 1,119 26.7

    Q3 2023

    1,246 36.2 2,314 28.3 1,210 26.5

    Q4 2023

    1,197 32.7 2,343 27.9 1,122 26.1

    Q1 2024

    1,201 36.9 2,337 28.2 1,150 26.4

    Q2 2024

    1,224 33.2 2,339 27.3 1,110 25.0

    Q3 2024

    1,226 33.4 2,278 26.2 1,108 23.2

    Q4 2024

    1,232 29.8 2,270 24.8 1,099 25.6

    Q1 2025

    1,183 32.3 2,448 26.6 1,127 23.1

    Q2 2025

    1,075 37.6 2,088 26.8 987 26.5

    Q3 2025

    1,215 34.3 2,084 29.4 1,055 26.4

    Q4 2025

    329 38.0 668 30.4 319 31.0

    Q1 2026

    1,088 37.3 2,110 30.1 929 30.8

    4. Expenditure edit rates

    The Expenditure edit rates metric measures the proportion of reported expenditure data that are edited. Edits are defined as changes made to reported expenditure data during CE data processing, excluding changes due to: time period conversion calculations; top-coding; or suppression of reported values. Top-coding and suppression (redacting reported values) are done to protect respondent confidentiality in the public use microdata (PUMD).[17] Additional information on top-coding and suppression is available on the CE Website.

    The Interview Survey expenditure edit rates are broken down into three categories: Imputation; Allocation; and Manual Edits:

    • Imputation replaces missing or invalid responses with a valid value.

    • Allocation edits are applied when respondents provide insufficient detail to meet tabulation requirements. For example, if a respondent provides a non-itemized total expenditure report for the category of fuels and utilities, that total amount will be allocated to the target items mentioned by the respondent (such as natural gas and electricity).

    • Manual edits occur whenever responses are directly edited by BLS economists based on their analysis and expert judgment.

    Imputation of CE data results from item nonresponse. Allocation is a consequence of responses lacking the required details for items asked about in the survey. Lower edit rates are preferred, as it lowers the risk of processing error. However, edits based on sound methodology can improve the completeness of the data, and thereby reduce the risk of measurement error and nonresponse bias in survey estimates. Additional information on expenditure edits is available in the DQP Reference Guide (Armstrong, Carlton, Carr, Jones, and Petit, 2026).

    Expenditure edit rate summary

    • The total rate of unedited expenditures saw no overall shift from 87.4 percent in the first quarter of 2025 to 87.4 percent in the first quarter of 2026 (See Chart A4.1).

    • Concurrently the rate of allocated expenditures experienced an overall shift of 0.3 percentage points from 8.8 percent in the first quarter of 2025 to 8.5 percent in the first quarter of 2026.

    • The rate of imputed expenditures saw an overall shift of 0.3 percentage points from 3.5 percent in the first quarter of 2025 to 3.8 percent in the first quarter of 2026.

    • The rate of manually imputed expenditures was 0.2 percent in the first quarter of 2025 and 0.2 percent in the first quarter of 2026.

     Table A4.1 Interview survey: reported expenditure records
    Quarter Number of expenditures Allocated (in percent) Imputed (in percent) Imputed & allocated (in percent) Manual edits (in percent) Unedited (in percent)

    Q1 2016

    273,729 5.5 11.6 0.1 0.1 82.7

    Q2 2016

    268,405 5.4 12.0 0.1 0.1 82.4

    Q3 2016

    279,542 5.7 10.8 0.1 0.1 83.2

    Q4 2016

    276,290 5.7 10.5 0.1 0.1 83.6

    Q1 2017

    272,929 5.7 11.0 0.1 0.1 83.1

    Q2 2017

    276,568 12.1 4.3 0.2 0.1 83.4

    Q3 2017

    281,533 12.5 4.3 0.2 0.1 82.9

    Q4 2017

    277,032 12.4 4.3 0.2 0.1 83.0

    Q1 2018

    275,949 11.7 4.3 0.2 0.1 83.7

    Q2 2018

    270,726 12.0 3.9 0.2 0.1 83.9

    Q3 2018

    269,909 12.1 3.8 0.2 0.1 83.8

    Q4 2018

    259,508 12.0 3.8 0.2 0.1 84.0

    Q1 2019

    264,424 11.8 3.6 0.2 0.1 84.3

    Q2 2019

    255,037 11.7 3.7 0.2 0.1 84.2

    Q3 2019

    251,370 11.6 3.7 0.2 0.2 84.3

    Q4 2019

    244,834 11.6 3.8 0.2 0.2 84.2

    Q1 2020

    246,488 11.6 3.9 0.2 0.2 84.1

    Q2 2020

    217,785 11.9 4.1 0.2 0.1 83.6

    Q3 2020

    224,639 11.6 4.3 0.2 0.3 83.6

    Q4 2020

    232,195 11.6 4.3 0.2 0.3 83.6

    Q1 2021

    231,850 11.2 3.9 0.2 0.6 84.0

    Q2 2021

    232,282 10.1 4.5 0.2 0.2 85.0

    Q3 2021

    231,351 10.1 4.0 0.2 0.5 85.2

    Q4 2021

    222,027 9.8 3.7 0.2 0.6 85.7

    Q1 2022

    231,495 9.4 3.6 0.2 0.5 86.4

    Q2 2022

    229,608 9.3 3.8 0.2 0.5 86.3

    Q3 2022

    215,674 9.2 3.7 0.1 0.5 86.5

    Q4 2022

    213,369 9.1 3.7 0.2 0.4 86.6

    Q1 2023

    226,199 8.6 3.5 0.1 0.4 87.3

    Q2 2023

    211,813 8.7 3.6 0.1 0.5 87.2

    Q3 2023

    215,398 8.6 3.8 0.2 0.2 87.2

    Q4 2023

    208,737 8.6 3.3 0.2 0.4 87.5

    Q1 2024

    211,517 8.3 3.4 0.2 0.5 87.7

    Q2 2024

    202,545 9.2 3.6 0.2 0.6 86.4

    Q3 2024

    207,739 8.9 3.4 0.1 0.5 87.1

    Q4 2024

    206,395 9.0 3.5 0.2 0.4 86.8

    Q1 2025

    212,506 8.8 3.5 0.2 0.2 87.4

    Q2 2025

    182,575 8.6 3.7 0.1 0.2 87.4

    Q3 2025

    194,206 8.4 3.7 0.1 0.2 87.5

    Q4 2025

    56,654 8.0 3.4 0.1 0.3 88.1

    Q1 2026

    181,657 8.5 3.8 0.2 0.2 87.4

    5. Income imputation rates

    The Income imputation rates metric describes edits performed on a consumer unit's (CU's) nonresponse to at least one source of income. This edit is based on three imputation methods:

    1. Bracket response imputation: when the respondent reports receipt of an income source, but only reports that income as falling within a specified range.
    2. Model-based imputation: when the respondent reports receipt of an income source but fails to report any information about the amount.
    3. All valid blank (AVB) conversion: when the respondent reports no receipt of income from any source, but the BLS imputes receipt from at least one source.

    After imputation, income is summed from each source for which receipt is reported or imputed to compute total income before taxes for the CU as a whole. In the following text, income before taxes is defined as “unimputed income” if no component of total income required imputation for one of the three reasons identified above.

    The need for imputation arises from either item nonresponse or from response where insufficient detail was provided (e.g., the respondent provided a range of income like “between $40,000 and $50,000,”). More respondents providing precise amounts instead of ranges leads to less potential nonresponse bias in the data for imputation to address. However, imputation based on sound methodology produces a complete dataset, and reduces the risk of nonresponse bias in the event incomplete cases were excluded from the dataset. Further details on the income imputation methodology appear in the DQP Reference Guide (Armstrong, Carlton, Carr, Jones, and Petit, 2026) and the User's Guide to Income Imputation in the CE (Paulin, Reyes-Morales, and Fisher, 2018).

    Income imputation rate summary

    • The rate of unimputed total income before taxes was little changed in the most recent year of data, from 59.8 percent in the first quarter of 2025 to 58.0 percent in the first quarter of 2026, with some additional fluctuations in the quarters in between (See Chart A5.1).

    • The rate of model-based imputation had an overall shift of 1.7 percentage points in the most recent year of available data, from 17.0 percent in the first quarter of 2025 to 18.7 percent in the first quarter of 2026, with some fluctuations in the interim.

     Table A5.1 Interview survey: income imputation rates for total amount of family income before taxes
    Quarter Number of respondents Valid blanks converted (AVB) (in percent) Bracket imputation (in percent) Model imputation (in percent) Model & bracket imputation (in percent) Unedited (in percent)

    Q1 2016

    6,426 1.6 19.4 18.6 4.6 55.8

    Q2 2016

    6,342 1.5 18.3 19.2 4.5 56.4

    Q3 2016

    6,372 1.6 19.2 17.6 4.6 57.1

    Q4 2016

    6,301 1.7 18.4 17.1 4.6 58.2

    Q1 2017

    6,208 1.9 19.6 17.2 4.3 57.0

    Q2 2017

    6,177 1.1 18.4 17.7 4.0 58.8

    Q3 2017

    6,090 1.3 17.4 18.6 4.3 58.4

    Q4 2017

    6,004 1.7 17.6 18.8 4.6 57.4

    Q1 2018

    5,916 1.5 17.5 18.0 4.6 58.4

    Q2 2018

    5,899 1.2 16.8 17.1 5.2 59.8

    Q3 2018

    5,773 1.4 17.9 16.6 4.7 59.4

    Q4 2018

    5,571 1.4 18.2 17.3 4.5 58.5

    Q1 2019

    5,623 1.9 18.0 17.0 4.3 58.8

    Q2 2019

    5,493 1.4 18.3 17.5 4.4 58.4

    Q3 2019

    5,337 1.2 17.8 17.7 4.6 58.7

    Q4 2019

    5,248 1.4 18.9 17.2 5.0 57.5

    Q1 2020

    5,202 1.3 18.6 17.6 4.5 58.1

    Q2 2020

    4,858 1.2 18.1 18.7 4.9 57.1

    Q3 2020

    4,980 1.1 18.2 19.0 5.1 56.6

    Q4 2020

    5,205 1.3 18.2 20.3 5.5 54.7

    Q1 2021

    5,115 1.4 17.8 19.9 5.5 55.5

    Q2 2021

    5,196 1.3 17.4 20.5 5.8 55.0

    Q3 2021

    5,121 1.2 18.1 19.7 5.4 55.5

    Q4 2021

    4,902 1.4 17.1 18.6 5.3 57.5

    Q1 2022

    5,187 1.3 17.8 17.9 5.2 57.8

    Q2 2022

    5,177 1.4 17.0 18.3 5.4 58.0

    Q3 2022

    4,580 1.1 17.9 17.4 5.3 58.3

    Q4 2022

    4,617 1.0 18.3 17.7 4.9 58.1

    Q1 2023

    4,807 1.1 18.5 16.4 4.4 59.5

    Q2 2023

    4,751 1.2 17.6 17.2 4.7 59.3

    Q3 2023

    4,770 1.1 17.7 17.5 4.7 59.0

    Q4 2023

    4,662 1.0 18.4 16.9 4.5 59.2

    Q1 2024

    4,688 0.9 18.6 17.4 4.8 58.3

    Q2 2024

    4,673 1.0 17.5 16.5 4.5 60.4

    Q3 2024

    4,612 0.9 17.6 16.8 4.7 60.0

    Q4 2024

    4,601 1.1 18.1 17.0 5.2 58.6

    Q1 2025

    4,758 0.8 17.7 17.0 4.7 59.8

    Q2 2025

    4,150 0.0 17.8 16.7 5.0 60.5

    Q3 2025

    4,354 0.9 16.8 17.4 5.0 59.9

    Q4 2025

    1,316 1.1 16.5 17.8 5.4 59.2

    Q1 2026

    4,127 0.8 17.8 18.7 4.8 58.0

    6. Respondent burden

    Respondent burden measures the perceived level of effort exerted by respondents in answering survey questions. This metric is only recorded in the Interview Survey. Aside from wanting respondents to have a positive survey experience, survey designers are concerned about respondent burden as it may negatively affect response rates and overall response quality. As of April 2017, at the end of the Wave 4 interview, the BLS introduced a question on respondent burden in the Interview Survey with response options describing five different levels of burden. The respondent burden metric is derived from this question and maps five burden categories to three metric values: respondents perceiving the survey to be very burdensome, perceiving the survey to pose some burden, and perceiving the survey as not burdensome. Please see the DQP Reference Guide (Armstrong, Carlton, Carr, Jones, and Petit, 2026) for more details on the question wording and the burden categories.

    A caveat about interpreting respondent burden is that since the burden question is only asked at the end of Wave 4, the metric may underestimate survey burden due to self-selection bias. That is, respondents who have agreed to participate in the final wave of the survey presumably find the survey less burdensome than sample units who had dropped out at any point prior to completing the final survey wave. However, it is also possible that the respondent answering this question did not participate in prior interview waves. For example, the respondent who participated in the first three surveys might have moved and been replaced by someone participating in and answering the burden question for their first and only interview.

    Respondent burden summary

    • The share of respondents perceiving the survey as not burdensome saw a shift of 2.2 percentage points in the most recent year of data, from 26.4 percent in the first quarter of 2025 to 28.6 percent in the first quarter of 2026. The series experienced additional fluctuations between the second and fourth quarters of 2025, most notably in the fourth quarter of 2025 when the series exceeded 31.0 percent for the first time since the fourth quarter of 2019 (See Chart A6.1).

    • The share of respondents perceiving some burden in the survey had an overall shift of 2.2 percentage points in the most recent year of data, going from 56.1 percent in the first quarter of 2025 to 53.9 percent in the first quarter of 2026. The percentage of respondents reporting some burden fluctuated between the second and fourth quarters of 2025, notably fourth quarter of 2025 when the series dropped below 53.0 percent for the first time since 2019.

    • The share of respondents perceiving the survey to be very burdensome experienced an overall shift of 0.2 percentage points in the most recent year of data, from 16.0 percent in the first quarter of 2025 to 15.8 percent in the first quarter of 2026. Though there was a notable fluctuation in the second quarter of 2025 when the estimate was measured at 14.3 percent.

     Table A6.1 Interview survey: respondents’ perceived burden in the final survey wave
    Quarter Number of respondents Not burdensome (in percent) Some burden (in percent) Very burdensome (in percent) Missing response (in percent)

    Q2 2017

    1,601 34.2 52.5 10.0 3.2

    Q3 2017

    1,576 32.7 51.8 12.1 3.5

    Q4 2017

    1,477 33.6 52.7 11.0 2.6

    Q1 2018

    1,464 31.7 52.7 12.4 3.2

    Q2 2018

    1,486 32.4 52.8 12.2 2.6

    Q3 2018

    1,464 33.7 51.4 13.0 1.9

    Q4 2018

    1,390 34.2 50.8 12.1 2.9

    Q1 2019

    1,428 30.5 55.1 12.7 1.6

    Q2 2019

    1,397 30.9 52.4 13.7 2.9

    Q3 2019

    1,285 29.4 54.3 13.4 2.9

    Q4 2019

    1,293 32.9 53.8 11.3 2.0

    Q1 2020

    1,362 30.8 54.0 12.0 3.2

    Q2 2020

    1,334 30.7 54.3 12.5 2.5

    Q3 2020

    1,393 30.5 54.1 12.8 2.7

    Q4 2020

    1,386 29.7 53.5 14.9 1.9

    Q1 2021

    1,350 26.0 55.0 15.6 3.4

    Q2 2021

    1,337 29.0 55.8 12.3 2.9

    Q3 2021

    1,281 27.9 53.9 15.4 2.7

    Q4 2021

    1,223 24.2 57.9 15.3 2.6

    Q1 2022

    1,289 26.3 55.2 16.3 2.2

    Q2 2022

    1,320 28.4 54.7 14.6 2.3

    Q3 2022

    1,150 27.1 57.1 13.4 2.3

    Q4 2022

    1,125 28.3 54.8 15.0 1.9

    Q1 2023

    1,119 28.7 55.5 13.1 2.7

    Q2 2023

    1,119 28.2 55.9 13.6 2.4

    Q3 2023

    1,210 29.3 54.0 14.5 2.1

    Q4 2023

    1,122 27.0 57.0 15.1 0.9

    Q1 2024

    1,150 29.0 53.2 16.3 1.5

    Q2 2024

    1,110 28.2 54.3 15.7 1.8

    Q3 2024

    1,108 30.2 53.8 14.4 1.6

    Q4 2024

    1,099 26.2 55.1 16.9 1.7

    Q1 2025

    1,127 26.4 56.1 16.0 1.6

    Q2 2025

    987 28.2 56.2 14.3 1.3

    Q3 2025

    1,055 26.5 55.1 16.8 1.6

    Q4 2025

    319 31.0 52.0 16.6 0.3

    Q1 2026

    929 28.6 53.9 15.8 1.6

    7. Survey response time

    For the Interview Survey, the survey response time metric is the median number of minutes required to complete a given interview wave. Interview duration is calculated as the difference between the timestamps of the interviewer’s entry and exit from the survey instrument. Various instrument handling issues experienced by the interviewer can also be captured within the timestamps, leading to occasional extreme or unusual observations, and the median measure is robust to these outliers.

    In the Interview Survey, Wave 1 and 4 interviews are typically longer because Census FRs collect additional information, mainly CU demographics (Wave 1), assets and liabilities (Wave 4) and income (Waves 1 and 4). Past internal CE research has found that higher respondent burden negatively affects both response rates and data quality. Longer survey response time could (in some circumstances) represent an indicator the respondent experienced more burden. However, survey response time could also reflect a respondent’s degree of engagement. Engaged and conscientious respondents might take longer to complete the survey because they report more thoroughly or use records more extensively. Tracking the median survey response time can be useful for assessing the effect of survey design changes. More information on Survey Response time metric can be found in the DQP Reference Guide (Armstrong, Carlton, Carr, Jones, and Petit, 2026)

    Survey response time summary

    • Median interview time for Wave 1 respondents experienced an overall shift of 1.1 minutes from 80.0 minutes in the first quarter of 2025 to 81.1 minutes in the first quarter of 2026, with some fluctuations in the interim (See Chart A7.1).

    • Median interview durations for Waves 2 & 3 respondents saw an overall shift of 8.1 minutes from 58.9 minutes in the first quarter of 2025 to 67.0 minutes in the first quarter of 2026. The increase in the first quarter of 2026 is likely related to responding CUs that were originally slated for a Wave 1 interview in October or November of 2025 participating in the Wave 2 interview in January of February of 2026. CUs in this situation would get all the Wave 1 questions that were missed as a result of the lapse in appropriations, prolonging the interviews relative to typical Wave 2 interviews.

    • Median interview time for Wave 4 respondents experienced an overall shift of 0.2 minutes from 65.7 minutes in the first quarter of 2025 to 65.9 minutes in the first quarter of 2026. There was a fluctuation of note during this period as the median interview time for Wave 4 respondents reached 69.0 minutes in the third quarter of 2025, which was the highest point since the third quarter of 2022 (69.2 minutes).

     Table A7.1 Interview survey: median length of time to complete survey
    Quarter Number of respondents Wave 1 (in minutes) Waves 2 & 3 (in minutes) Wave 4 (in minutes)

    Q1 2016

    6,421 69.9 47.8 51.9

    Q2 2016

    6,336 71.4 46.9 52.6

    Q3 2016

    6,367 76.9 49.0 53.9

    Q4 2016

    6,297 77.0 49.6 52.8

    Q1 2017

    6,202 71.3 50.2 52.9

    Q2 2017

    6,163 71.5 50.5 57.2

    Q3 2017

    6,081 71.5 50.4 57.1

    Q4 2017

    6,003 70.5 50.0 56.4

    Q1 2018

    5,910 73.4 51.5 56.2

    Q2 2018

    5,894 70.5 49.6 56.4

    Q3 2018

    5,771 77.0 53.8 60.3

    Q4 2018

    5,570 76.7 52.0 58.6

    Q1 2019

    5,618 75.8 52.8 58.8

    Q2 2019

    5,486 75.9 56.4 60.3

    Q3 2019

    5,332 74.1 54.1 62.8

    Q4 2019

    5,239 77.4 53.3 60.9

    Q1 2020

    5,199 78.8 56.0 59.9

    Q2 2020

    4,855 76.4 54.6 62.2

    Q3 2020

    4,980 76.9 56.7 62.2

    Q4 2020

    5,205 75.0 56.3 60.4

    Q1 2021

    5,115 74.4 54.6 61.7

    Q2 2021

    5,196 76.7 54.6 58.8

    Q3 2021

    5,121 78.0 54.6 60.0

    Q4 2021

    4,902 80.3 57.8 69.5

    Q1 2022

    5,187 79.6 57.7 62.8

    Q2 2022

    5,177 79.2 57.7 63.1

    Q3 2022

    4,580 88.5 61.8 69.2

    Q4 2022

    4,617 84.1 62.0 68.2

    Q1 2023

    4,807 83.9 62.5 67.7

    Q2 2023

    4,751 81.0 60.0 65.6

    Q3 2023

    4,770 84.9 59.7 67.1

    Q4 2023

    4,662 81.2 59.6 65.5

    Q1 2024

    4,688 81.8 59.7 64.6

    Q2 2024

    4,673 80.0 58.5 65.5

    Q3 2024

    4,612 80.6 60.4 64.3

    Q4 2024

    4,601 81.9 57.5 62.4

    Q1 2025

    4,758 80.0 58.9 65.7

    Q2 2025

    4,150 78.3 60.1 66.0

    Q3 2025

    4,354 81.0 61.6 69.0

    Q4 2025

    1,316 82.2 58.6 66.5

    Q1 2026

    4,127 81.1 67.0 65.9

    8. Survey mode

    The Interview Survey was designed to be conducted in-person. However, the interviewer can also collect data over the phone, or by a combination of the two modes. In general, survey practitioners prefer higher in-person data collection rates, because the interviewer can actively prompt the respondent, as well as encourage the use of recall aids, thereby reducing the risk of measurement error. Conducting Wave 1 interviews in person is especially important as this is typically the respondent’s first exposure to the survey. This serves as an opportunity for the Census FR to build rapport with the respondent. As a data quality measure, the BLS has inter-agency agreements with the Census Bureau stipulating that the average share of telephone interviews, defined as interviews in which 50 percent or more of the survey sections are completed by telephone, should be limited to 25 percent for Wave 1 interviews, and 50 percent for all subsequent interview waves, or as feasible, to be determined by factors that may restrict or limit in-person interviewing in selected geographies. More information on how the mode metrics are calculated is available in the DQP Reference Guide (Armstrong, Carlton, Carr, Jones, and Petit, 2026).

    Survey mode summary

    • The rate of in-person interviews, across all waves, experienced an overall shift of 2.1 percentage points from 37.4 percent in the first quarter of 2025, and to 39.5 percent in the first quarter of 2026. Except for the fourth quarter of 2025, the rate of in-person interviews has hovered around or below 40.0 percent over the past three years of data (See Chart A8.1).

    • The rate of Wave 1 in-person interviews saw a shift of 3.1 percentage points from 48.6 percent in the first quarter of 2025 to 45.5 percent in the first quarter of 2026. The rate of Wave 1 in-person interviews in the first quarter of 2026 (45.5 percent) and the fourth quarter of 2025 (43.5 percent) were the lowest points in the series since it reached 42.1 percent first quarter of 2022 (See Chart A8.2).[19]

    • The rate of in-person interviews for Waves 2 & 3 experienced a shift of 2.6 percentage points from 35.5 percent in first quarter of 2025, to 38.1 percent in the first quarter of 2026, with some fluctuation in the interim (See Chart A8.2).

    • The rate of in-person interviews for Waves 4 interviews experienced a shift of 5.6 percentage points from 29.8 percent in first quarter of 2025, to 35.4 percent in the first quarter of 2026, with some fluctuation in the interim (See Chart A8.2).

     Table A8.1 Interview survey: survey mode
    Quarter Number of respondents In-person (in percent) Telephone (in percent) Missing (in percent)

    Q1 2016

    6,426 63.8 35.7 0.5

    Q2 2016

    6,342 64.7 34.7 0.6

    Q3 2016

    6,372 66.1 33.6 0.3

    Q4 2016

    6,301 64.9 34.7 0.4

    Q1 2017

    6,208 62.7 36.8 0.6

    Q2 2017

    6,177 65.9 33.7 0.5

    Q3 2017

    6,090 65.6 33.9 0.6

    Q4 2017

    6,004 64.4 35.0 0.6

    Q1 2018

    5,916 63.0 36.4 0.7

    Q2 2018

    5,899 63.7 35.8 0.5

    Q3 2018

    5,773 64.8 34.7 0.5

    Q4 2018

    5,571 64.2 35.4 0.4

    Q1 2019

    5,623 62.5 37.0 0.5

    Q2 2019

    5,493 64.4 35.3 0.3

    Q3 2019

    5,337 64.4 35.2 0.4

    Q4 2019

    5,248 61.9 37.8 0.3

    Q1 2020

    5,202 53.1 46.5 0.4

    Q2 2020

    4,858 1.7 98.0 0.3

    Q3 2020

    4,980 9.3 90.5 0.3

    Q4 2020

    5,205 19.5 80.3 0.2

    Q1 2021

    5,115 18.1 81.6 0.3

    Q2 2021

    5,196 26.3 73.4 0.3

    Q3 2021

    5,121 31.8 67.8 0.4

    Q4 2021

    4,902 30.7 69.0 0.3

    Q1 2022

    5,187 31.0 68.8 0.2

    Q2 2022

    5,177 36.4 63.0 0.5

    Q3 2022

    4,580 35.9 62.9 1.1

    Q4 2022

    4,617 35.3 63.3 1.5

    Q1 2023

    4,807 37.5 62.0 0.6

    Q2 2023

    4,751 39.7 59.8 0.5

    Q3 2023

    4,770 40.4 59.1 0.5

    Q4 2023

    4,662 39.5 60.1 0.4

    Q1 2024

    4,688 38.0 61.6 0.3

    Q2 2024

    4,673 39.4 60.4 0.2

    Q3 2024

    4,612 41.0 58.5 0.5

    Q4 2024

    4,601 39.2 60.6 0.2

    Q1 2025

    4,758 37.4 62.2 0.4

    Q2 2025

    4,150 38.9 60.9 0.2

    Q3 2025

    4,354 40.0 59.3 0.5

    Q4 2025

    1,316 35.4 64.2 0.4

    Q1 2026

    4,127 39.5 60.2 0.4
     Table A8.2 Interview survey: in-person interviews
    Quarter Number of respondents Wave 1 (in percent) Waves 2 & 3 (in percent) Wave 4 (in percent)

    Q1 2016

    6,426 77.4 59.9 57.9

    Q2 2016

    6,342 78.6 60.6 58.5

    Q3 2016

    6,372 82.5 62.0 56.7

    Q4 2016

    6,301 76.7 61.9 58.3

    Q1 2017

    6,208 76.0 59.5 55.6

    Q2 2017

    6,177 80.6 61.7 59.3

    Q3 2017

    6,090 79.3 62.2 58.1

    Q4 2017

    6,004 76.1 60.7 59.1

    Q1 2018

    5,916 76.4 59.3 56.6

    Q2 2018

    5,899 77.0 59.7 57.8

    Q3 2018

    5,773 79.2 61.1 57.1

    Q4 2018

    5,571 77.3 60.8 57.7

    Q1 2019

    5,623 73.7 59.3 57.1

    Q2 2019

    5,493 76.9 60.5 58.9

    Q3 2019

    5,337 78.3 60.2 58.0

    Q4 2019

    5,248 75.0 58.4 55.8

    Q1 2020

    5,202 64.2 50.1 48.8

    Q2 2020

    4,858 1.5 1.8 1.9

    Q3 2020

    4,980 13.0 8.6 7.4

    Q4 2020

    5,205 28.9 17.6 14.6

    Q1 2021

    5,115 28.7 15.9 12.2

    Q2 2021

    5,196 36.7 24.0 20.5

    Q3 2021

    5,121 46.1 28.1 24.0

    Q4 2021

    4,902 42.6 27.6 25.0

    Q1 2022

    5,187 42.1 28.5 24.2

    Q2 2022

    5,177 50.3 32.1 30.8

    Q3 2022

    4,580 49.3 32.1 28.3

    Q4 2022

    4,617 46.8 32.5 28.2

    Q1 2023

    4,807 49.1 34.3 31.0

    Q2 2023

    4,751 52.5 35.8 33.4

    Q3 2023

    4,770 49.8 38.7 34.1

    Q4 2023

    4,662 51.0 36.3 34.0

    Q1 2024

    4,688 49.5 34.2 33.8

    Q2 2024

    4,673 52.3 36.4 31.3

    Q3 2024

    4,612 53.6 38.1 32.9

    Q4 2024

    4,601 50.7 35.5 34.0

    Q1 2025

    4,758 48.6 35.5 29.8

    Q2 2025

    4,150 50.0 36.5 31.7

    Q3 2025

    4,354 49.1 36.8 35.6

    Q4 2025

    1,316 43.5 33.9 30.1

    Q1 2026

    4,127 45.5 38.1 35.4

    B. Diary Survey Metrics

    1. Final disposition rates of eligible sample units

    Final disposition rates of eligible sample units in the Diary Survey represent the final participation outcomes of field staff survey recruitment efforts and are calculated using the same methods as the Interview Survey.

    While recent research on nonresponse bias for the Diary Survey has not shown significant bias in the CE survey estimates during the COVID-19 pandemic (Ash, Nix, and Steinberg, 2022), BLS continues to monitor this risk.[20]

    Like in the Interview Survey results (section A1) response rates are presented as unweighted values.

    Additional information on how BLS staff calculate response rates can be found in the DQP Reference Guide (Armstrong, Carlton, Carr, Jones, and Petit, 2026).

    Final disposition rate summary

    • The rate of response in the Diary Survey was measured at 39.0 percent in the fourth quarter of 2024 and 34.2 percent in the fourth quarter of 2025 (See Chart B1.1).[21]

      • While not the largest shift in response rates in the available time series, the shift from the second quarter of 2024 to fourth quarter of 2025 represents the longest period of consecutive quarter to quarter movement on record.

    • Refusal rates shifted 7.7 percentage points from the previously published figures, moving from 32.0 percent in the fourth quarter of 2024 to 39.7 percent in the fourth quarter of 2025.

    • The recent change in refusal rates was likely related to the introduction of cost-containment measures by the BLS in FY24 and coincided with the change in the rate of other nonresponse described below.

    • Noncontact rates shifted 2.0 percentage points from the previously published figures, moving from 8.8 percent in the fourth quarter of 2024 to 10.8 percent in the fourth quarter of 2025.

    • Other nonresponse rates shifted 4.5 percentage points from the previously published figures, moving from 19.8 percent in the fourth quarter of 2024 to 15.3 percent in the fourth quarter of 2025.[22]

     Table B1.1 Diary survey: distribution of final dispositions for eligible sample units (unweighted)
    Quarter Number of eligible sample units Interview (in percent) Refusal (in percent) Noncontact (in percent) Other nonresponse (in percent)

    Q1 2016

    5,050 58.4 16.8 5.8 18.9

    Q2 2016

    5,108 57.6 16.7 6.0 19.8

    Q3 2016

    5,076 57.9 17.9 4.9 19.3

    Q4 2016

    5,157 52.7 18.3 6.1 22.9

    Q1 2017

    4,972 57.1 24.8 6.0 12.0

    Q2 2017

    5,054 59.4 23.3 5.5 11.8

    Q3 2017

    4,916 59.1 23.3 5.1 12.5

    Q4 2017

    5,168 56.3 25.3 6.8 11.6

    Q1 2018

    5,032 55.5 25.0 6.9 12.7

    Q2 2018

    5,015 55.5 25.9 6.4 12.2

    Q3 2018

    5,014 57.8 24.8 6.2 11.2

    Q4 2018

    5,072 51.5 27.9 7.3 13.3

    Q1 2019

    4,926 54.2 28.5 4.9 12.4

    Q2 2019

    5,082 53.4 27.2 6.1 13.2

    Q3 2019

    5,020 54.7 25.8 6.1 13.4

    Q4 2019

    5,216 48.9 29.9 7.6 13.5

    Q1 2020

    7,474 44.0 22.5 7.3 26.3

    Q2 2020

    7,409 26.1 12.1 2.7 59.1

    Q3 2020

    7,784 32.9 22.2 7.2 37.7

    Q4 2020

    7,774 36.5 34.7 10.1 18.8

    Q1 2021

    7,488 39.4 34.4 7.6 18.6

    Q2 2021

    7,584 42.5 34.9 8.8 13.8

    Q3 2021

    7,456 40.7 37.0 11.1 11.2

    Q4 2021

    7,676 37.3 39.0 11.9 11.8

    Q1 2022

    7,645 43.9 36.3 9.5 10.3

    Q2 2022

    7,556 42.9 36.9 9.8 10.4

    Q3 2022

    7,594 42.8 36.9 9.7 10.7

    Q4 2022

    7,749 37.0 39.8 12.1 11.1

    Q1 2023

    7,610 41.6 39.2 10.1 9.1

    Q2 2023

    7,695 40.2 39.7 10.3 9.9

    Q3 2023

    7,570 40.5 40.5 10.4 8.5

    Q4 2023

    8,032 38.2 38.4 11.2 12.1

    Q1 2024

    7,662 39.8 37.2 9.8 13.1

    Q2 2024

    7,708 41.0 35.6 10.2 13.2

    Q3 2024

    7,814 40.8 35.4 10.3 13.5

    Q4 2024

    7,956 39.0 32.0 8.8 19.8

    Q1 2025

    7,034 37.7 32.8 7.9 21.5

    Q2 2025

    7,195 36.1 37.9 8.2 17.8

    Q3 2025

    7,196 35.1 39.8 10.5 14.6

    Q4 2025

    2,446 34.2 39.7 10.8 15.3

    2. Information Booklet use

    As indicated in Section A3, the Information Booklet is a recall aid that the Census FR provides to respondents. For the Diary Survey, the Information Booklet provides response options for demographic questions and bracket response options for income questions.

    This metric measures Information Booklet use among respondents during diary placement and pickup interviews, as captured by Census FRs. Typically, for diary interviews conducted over the phone, the Information Booklet is not readily available to the respondent (although a PDF version is available on the BLS website). Similar to the Interview Survey, this metric should be interpreted in conjunction with the rise in telephone use as a more common modality for diary placement interviews since the COVID-19 pandemic. Higher rates of Information Booklet use are encouraged, as Information Booklet use can improve reporting quality by clarifying concepts and providing examples for respondents.

    Information Booklet summary

    • Information Booklet use among Diary Survey respondents experienced an overall shift of 5.1 percentage points in the most recent year of data from 22.3 percent in the fourth quarter of 2024 to 27.4 percent in the fourth quarter of 2025, with some fluctuations in the interim (See Chart B2.1).

    • Information booklet use by respondents continues to be below pre-COVID-19 pandemic levels.[23]

     Table B2.1 Diary survey: prevalence of information booklet use among respondents
    Quarter Number of respondents Used (in percent) Did not use (in percent) Missing response (in percent)

    Q1 2016

    2,951 42.5 51.8 5.8

    Q2 2016

    2,942 41.8 51.0 7.2

    Q3 2016

    2,939 44.3 49.7 6.0

    Q4 2016

    2,720 44.6 48.3 7.1

    Q1 2017

    2,841 45.1 50.8 4.1

    Q2 2017

    3,003 43.9 52.7 3.4

    Q3 2017

    2,904 43.6 53.1 3.2

    Q4 2017

    2,910 39.7 57.3 3.0

    Q1 2018

    2,791 42.0 54.3 3.8

    Q2 2018

    2,781 37.7 59.2 3.1

    Q3 2018

    2,896 39.5 56.5 4.0

    Q4 2018

    2,611 38.3 58.6 3.1

    Q1 2019

    2,671 42.0 54.9 3.1

    Q2 2019

    2,713 40.6 56.3 3.1

    Q3 2019

    2,745 39.2 58.1 2.7

    Q4 2019

    2,553 37.1 59.6 3.3

    Q1 2020

    3,285 33.1 64.0 3.0

    Q2 2020

    1,936 4.1 94.0 1.9

    Q3 2020

    2,559 7.3 90.8 1.9

    Q4 2020

    2,835 10.5 86.4 3.1

    Q1 2021

    2,952 12.7 84.2 3.1

    Q2 2021

    3,224 16.7 79.6 3.7

    Q3 2021

    3,027 20.0 77.5 2.5

    Q4 2021

    2,864 22.2 71.3 6.4

    Q1 2022

    3,357 25.9 69.8 4.3

    Q2 2022

    3,239 26.8 67.7 5.5

    Q3 2022

    3,248 27.9 68.1 4.0

    Q4 2022

    2,865 27.8 68.1 4.1

    Q1 2023

    3,162 27.9 67.9 4.2

    Q2 2023

    3,095 26.5 69.7 3.8

    Q3 2023

    3,064 26.2 70.3 3.5

    Q4 2023

    3,068 27.4 69.2 3.4

    Q1 2024

    3,053 24.7 72.0 3.4

    Q2 2024

    3,159 24.2 72.7 3.2

    Q3 2024

    3,190 21.6 74.1 4.3

    Q4 2024

    3,105 22.3 74.0 3.7

    Q1 2025

    2,655 20.8 76.1 3.1

    Q2 2025

    2,597 23.6 73.2 3.2

    Q3 2025

    2,526 23.0 71.7 5.4

    Q4 2025

    837 27.4 68.9 3.7

    3. Expenditure edit rates

    The Diary Expenditure edit rates metric measures the proportion of reported expenditure data that are edited, similar to the Interview Survey

    The Diary Survey expenditure edit rates are broken down into two categories: Allocations and Other Edits. The vast majority of edits in the Diary Survey are allocations. Table B3.1 below shows the “Other Edits” category, which covers all other expenditure edits including imputation and manual edits. According to the data in Table B3.1, these data edits are relatively rare.

    Beginning in 2022, the BLS changed the way expenditure edit rates are calculated for Diary Survey data. As of 2022, changes to the alcohol cost flag are now considered an expenditure edit under the “Other Edits” category, rather than categorized as “Unedited”. This change was retroactively applied to the full metric series and has led to comparatively higher estimates for “Other Edits” and lower estimates for “Unedited” compared to previous reports.

    Additional information on expenditure edits is available in the DQP Reference Guide (Armstrong, Carlton, Carr, Jones, and Petit, 2026).

    Expenditure edit rate summary
    • The total rate of unedited expenditures experienced a shift of 0.4 percentage points from 92.0 percent in the fourth quarter of 2024 to 92.4 percent in the fourth quarter of 2025 (See Chart B3.1).

    • The rate of other expenditures experienced a shift of 0.1 percentage points from 1.3 percent in the fourth quarter of 2024 to 1.2 percent in the fourth quarter of 2025.

     Table B3.1 Diary survey: reported expenditure records
    Quarter Number of expenditures Allocated (in percent) Other edits (in percent) Unedited (in percent)

    Q1 2016

    87,411 11.0 0.1 88.9

    Q2 2016

    84,232 11.4 0.1 88.5

    Q3 2016

    82,285 11.1 0.2 88.7

    Q4 2016

    80,515 10.9 0.3 88.8

    Q1 2017

    88,654 10.6 0.3 89.2

    Q2 2017

    92,985 10.9 0.2 88.9

    Q3 2017

    89,370 11.0 0.1 88.8

    Q4 2017

    92,031 10.3 0.1 89.6

    Q1 2018

    86,798 9.8 0.3 89.9

    Q2 2018

    87,649 10.0 0.3 89.8

    Q3 2018

    88,342 10.0 0.4 89.6

    Q4 2018

    80,129 10.3 0.3 89.5

    Q1 2019

    79,626 10.2 0.2 89.6

    Q2 2019

    85,329 9.1 0.1 90.8

    Q3 2019

    83,639 10.5 0.1 89.4

    Q4 2019

    80,510 9.5 0.2 90.3

    Q1 2020

    102,693 9.2 0.2 90.5

    Q2 2020

    41,257 10.2 0.2 89.5

    Q3 2020

    56,071 11.6 0.1 88.3

    Q4 2020

    69,959 10.7 0.2 89.2

    Q1 2021

    72,138 10.9 0.2 89.0

    Q2 2021

    80,646 11.1 0.3 88.5

    Q3 2021

    75,663 11.3 0.5 88.2

    Q4 2021

    71,144 10.1 1.0 88.9

    Q1 2022

    82,352 10.1 0.6 89.4

    Q2 2022

    79,454 10.5 0.4 89.1

    Q3 2022

    83,957 10.9 1.2 87.9

    Q4 2022

    74,215 10.3 2.2 87.5

    Q1 2023

    81,434 7.1 1.4 91.5

    Q2 2023

    79,016 7.3 1.8 91.0

    Q3 2023

    78,763 6.9 1.6 91.5

    Q4 2023

    78,890 6.2 1.6 92.2

    Q1 2024

    76,822 6.8 1.7 91.5

    Q2 2024

    80,377 7.2 1.6 91.2

    Q3 2024

    81,344 6.8 1.6 91.5

    Q4 2024

    81,933 6.7 1.3 92.0

    Q1 2025

    67,541 6.1 1.4 92.5

    Q2 2025

    66,419 6.6 1.7 91.8

    Q3 2025

    65,283 6.9 2.1 90.9

    Q4 2025

    22,335 6.4 1.2 92.4

    4. Income imputation rates

    The Income imputation rates metric in the Diary Survey is calculated using the same methods as the Interview Survey.

    Additional information on CE income imputation methodology appear in the DQP Reference Guide (Armstrong, Carlton, Carr, Jones, and Petit, 2026) and the User's Guide to Income Imputation in the CE (Paulin, Reyes-Morales, and Fisher, 2018).

    Income imputation rate summary

    • Bracket imputation rates saw a shift of 3.9 percentage points from 16.6 percent in the fourth quarter of 2024 to 20.5 percent in the fourth quarter of 2025, which represents the highest point for the series since the second quarter of 2020 (20.8 percent) (See Chart B4.1).[24]

    • The rate of model-based imputations experienced a shift of 4.3 percentage points from 18.6 percent in the fourth quarter of 2024 to 14.3 percent in the fourth quarter of 2025, the lowest value in the last ten years of data.

    • AVB imputation rates saw a shift of 1.6 percentage points from 1.6 percent in the fourth quarter of 2024 to near-zero in the fourth quarter of 2025, the lowest value in the last ten years of data.

     Table B4.1 Diary survey: income imputation rates for total amount of family income before taxes
    Quarter Number of respondents Valid blanks converted (AVB) (in percent) Bracket imputation (in percent) Model imputation (in percent) Model & bracket imputation (in percent) Unedited (in percent)

    Q1 2016

    2,951 3.2 18.0 21.5 6.0 51.3

    Q2 2016

    2,942 3.4 19.2 26.6 4.1 46.7

    Q3 2016

    2,939 3.2 19.4 22.4 5.5 49.4

    Q4 2016

    2,720 3.6 18.2 23.5 5.8 48.9

    Q1 2017

    2,841 1.8 19.4 19.7 5.9 53.2

    Q2 2017

    3,003 2.5 20.2 18.2 5.8 53.3

    Q3 2017

    2,904 1.8 19.2 18.8 4.8 55.4

    Q4 2017

    2,910 1.8 19.7 19.4 4.7 54.5

    Q1 2018

    2,791 1.9 18.9 18.7 4.1 56.5

    Q2 2018

    2,781 1.9 17.4 19.6 4.5 56.7

    Q3 2018

    2,896 1.5 18.4 21.3 5.1 53.8

    Q4 2018

    2,611 2.4 19.1 18.3 6.0 54.3

    Q1 2019

    2,671 1.8 18.7 17.8 4.9 56.8

    Q2 2019

    2,713 2.9 20.2 17.6 5.0 54.3

    Q3 2019

    2,745 2.1 22.1 18.5 4.9 52.4

    Q4 2019

    2,553 2.6 19.2 15.2 6.5 56.4

    Q1 2020

    3,285 1.9 20.0 17.5 5.1 55.5

    Q2 2020

    1,936 1.5 20.8 16.5 6.2 55.0

    Q3 2020

    2,559 2.6 18.1 19.5 6.7 53.1

    Q4 2020

    2,835 1.9 18.9 19.9 6.0 53.3

    Q1 2021

    2,952 2.0 18.7 18.4 5.6 55.2

    Q2 2021

    3,224 2.1 17.5 19.9 5.6 54.9

    Q3 2021

    3,027 2.5 19.3 18.4 5.3 54.5

    Q4 2021

    2,864 2.4 17.8 22.4 4.6 52.8

    Q1 2022

    3,357 2.3 19.0 19.5 4.5 54.7

    Q2 2022

    3,239 2.3 18.7 18.9 4.4 55.8

    Q3 2022

    3,248 1.8 17.6 19.4 6.1 55.1

    Q4 2022

    2,865 3.9 17.6 18.1 3.7 56.6

    Q1 2023

    3,162 2.4 16.8 18.8 4.6 57.4

    Q2 2023

    3,095 2.1 17.0 18.7 5.2 57.1

    Q3 2023

    3,064 2.4 18.0 18.5 4.8 56.1

    Q4 2023

    3,068 1.9 19.7 17.6 4.9 55.9

    Q1 2024

    3,053 2.2 20.4 16.3 3.6 57.4

    Q2 2024

    3,159 1.4 19.7 16.4 3.8 58.7

    Q3 2024

    3,190 2.0 19.3 17.1 5.1 56.6

    Q4 2024

    3,105 1.6 16.6 18.6 5.7 57.5

    Q1 2025

    2,655 1.7 18.3 17.0 5.2 57.8

    Q2 2025

    2,597 1.9 17.7 16.1 4.4 60.0

    Q3 2025

    2,526 2.3 18.7 17.9 4.9 56.2

    Q4 2025

    837 0.0 20.5 14.3 6.1 59.0

    5. Survey response time

    In the Diary Survey, the survey response time metric is the median number of minutes to complete the personal interview component that collects information on CU income and demographics via the survey instrument. The median number of minutes is used for this metric, as the mean estimate of time can be skewed by outlier values in particularly long or short interviews. Interview duration is calculated as the difference between the timestamps of the interviewer’s entry and exit from the survey instrument. Various instrument handling issues experienced by the interviewer can also be captured within the timestamps, leading to occasional extreme or unusual observations, and the median measure is robust to these outliers. Presumably, the longer the time needed to complete the income and demographics section of the diary, the more burdensome the process. Along with measuring objective burden, tracking the median survey response time can be useful for assessing whether changes to questionnaire design increased or decreased burden.

    Survey response time summary

    • Median Diary Survey response time experienced a shift of 0.1 minutes from 33.1 minutes in the fourth quarter of 2024 to 33.2 minutes in the fourth quarter of 2025, with some fluctuations in the interim (See Chart B5.1).

    • No changes to the personal interview component of the Diary survey have been implemented in the last ten years, and the median interview duration has changed little in that time.

     Table B5.1 Diary survey: median length of time to complete the interview components (income and demographics)
    Quarter Number of diary cases Minutes

    Q1 2016

    2,951 34.0

    Q2 2016

    2,942 32.2

    Q3 2016

    2,939 33.1

    Q4 2016

    2,720 32.4

    Q1 2017

    2,841 32.5

    Q2 2017

    3,003 32.7

    Q3 2017

    2,904 32.0

    Q4 2017

    2,910 32.0

    Q1 2018

    2,791 31.2

    Q2 2018

    2,781 32.2

    Q3 2018

    2,896 34.2

    Q4 2018

    2,611 33.2

    Q1 2019

    2,671 35.0

    Q2 2019

    2,713 33.8

    Q3 2019

    2,745 34.3

    Q4 2019

    2,553 34.4

    Q1 2020

    3,281 33.3

    Q2 2020

    1,936 34.9

    Q3 2020

    2,559 34.9

    Q4 2020

    2,835 32.7

    Q1 2021

    2,952 32.7

    Q2 2021

    3,224 32.9

    Q3 2021

    3,027 32.4

    Q4 2021

    2,864 34.9

    Q1 2022

    3,357 34.4

    Q2 2022

    3,239 35.1

    Q3 2022

    3,248 38.0

    Q4 2022

    2,865 34.4

    Q1 2023

    3,162 35.3

    Q2 2023

    3,093 34.7

    Q3 2023

    3,064 35.2

    Q4 2023

    3,068 34.9

    Q1 2024

    3,053 33.5

    Q2 2024

    3,159 33.0

    Q3 2024

    3,190 34.3

    Q4 2024

    3,105 33.1

    Q1 2025

    2,655 33.2

    Q2 2025

    2,597 33.7

    Q3 2025

    2,526 35.0

    Q4 2025

    837 33.2

    6. Survey mode

    In the Diary Survey, the mode of data collection is two dimensional. The first dimension is how data about the CU (e.g., CU size, demographic characteristics, income and assets, etc.) were collected by the Census FR (i.e., mostly in-person or mostly over the phone). The second dimension is the expenditure diary type used by respondents when entering expenses during the diary-keeping period (i.e., online or paper). Until 2020, the Diary Survey was administered strictly in paper form. As part of the redesign effort, the BLS introduced a new online diary mode in CE.[25] This new mode prompted the inclusion of a quality metric that tracks the diary respondents’ mode at the time of placement. It should be noted that while the online diary became available in July 2020 as a supplemental data collection tool during the onset of the COVID-19 pandemic, it was not officially implemented into CE production until July 2022.

    More information on how the mode metrics are calculated is available in the DQP Reference Guide (Armstrong, Carlton, Carr, Jones, and Petit, 2026).

    Interview phase mode summary

    • The rate of in-person diary interviews experienced a shift of 5.2 percentage points from 69.5 percent in the fourth quarter of 2024 to 64.3 percent in the fourth quarter of 2025 (See Chart B6.1).

    • The rate of in-person diary interviews in the fourth quarter of 2025 (64.3 percent) represents the lowest rate measured since the first quarter of 2022 (63.1 percent).[26]

     Table B6.1 Diary survey: interview phase mode
    Quarter Number of diary cases In-person (in percent) Telephone (in percent) Missing (in percent)

    Q1 2016

    2,951 89.0 5.4 5.6

    Q2 2016

    2,942 85.9 6.9 7.2

    Q3 2016

    2,939 88.2 5.9 6.0

    Q4 2016

    2,720 88.9 4.0 7.1

    Q1 2017

    2,841 91.6 4.4 4.0

    Q2 2017

    3,003 91.4 5.2 3.4

    Q3 2017

    2,904 92.5 4.2 3.2

    Q4 2017

    2,910 91.7 5.4 3.0

    Q1 2018

    2,791 91.4 4.9 3.7

    Q2 2018

    2,781 92.3 4.7 3.0

    Q3 2018

    2,896 91.5 4.5 4.0

    Q4 2018

    2,611 91.1 5.9 3.1

    Q1 2019

    2,671 92.0 4.9 3.1

    Q2 2019

    2,713 92.3 4.6 3.1

    Q3 2019

    2,745 92.3 5.1 2.6

    Q4 2019

    2,553 91.4 5.3 3.3

    Q1 2020

    3,285 76.3 20.8 3.0

    Q2 2020

    1,936 0.9 97.2 1.9

    Q3 2020

    2,559 24.5 73.6 1.9

    Q4 2020

    2,835 43.8 53.1 3.1

    Q1 2021

    2,952 46.5 50.3 3.1

    Q2 2021

    3,224 59.6 36.7 3.7

    Q3 2021

    3,027 64.6 32.9 2.5

    Q4 2021

    2,864 60.8 32.8 6.4

    Q1 2022

    3,357 63.1 32.7 4.3

    Q2 2022

    3,239 69.6 25.0 5.4

    Q3 2022

    3,248 69.5 26.5 4.0

    Q4 2022

    2,865 69.9 26.0 4.1

    Q1 2023

    3,162 69.4 26.4 4.1

    Q2 2023

    3,095 70.8 25.4 3.8

    Q3 2023

    3,064 71.7 25.0 3.3

    Q4 2023

    3,068 72.4 24.2 3.4

    Q1 2024

    3,053 68.4 28.2 3.4

    Q2 2024

    3,159 70.5 26.4 3.2

    Q3 2024

    3,190 71.2 24.6 4.1

    Q4 2024

    3,105 69.5 26.9 3.7

    Q1 2025

    2,655 71.0 25.8 3.1

    Q2 2025

    2,597 70.5 26.4 3.1

    Q3 2025

    2,526 69.5 25.3 5.2

    Q4 2025

    837 64.3 32.3 3.5

    Expenditure diary survey mode summary

    • The rate of paper diary use experienced a shift of 2.6 percentage points from 69.0 percent in the fourth quarter of 2024, to 66.4 percent in the fourth quarter of 2025 (See Chart B6.2).

    • The rate of online diary use saw a shift of 2.7 percentage points from 28.0 percent in the fourth quarter of 2024 to 30.7 percent in the fourth quarter of 2025.

    • The rate of online diary use in the fourth quarter of 2025 (30.7 percent) was the highest point in the series since the third quarter of 2020 (33.1 percent).[27]

     Table B6.2 Diary survey: expenditure diary survey mode (in percent)
    Quarter Number of diary cases Paper (in percent) Online (in percent) Missing (in percent)

    Q3 2020

    2,559 66.3 33.1 0.6

    Q4 2020

    2,835 71.3 26.8 1.9

    Q1 2021

    2,952 71.2 27.1 1.6

    Q2 2021

    3,224 70.8 27.1 2.1

    Q3 2021

    3,027 70.5 27.9 1.6

    Q4 2021

    2,864 69.6 26.0 4.3

    Q1 2022

    3,357 69.1 27.8 3.2

    Q2 2022

    3,239 68.4 28.7 2.9

    Q3 2022

    3,248 71.4 25.5 3.1

    Q4 2022

    2,865 71.4 25.4 3.2

    Q1 2023

    3,162 69.9 27.8 2.3

    Q2 2023

    3,095 71.1 26.3 2.6

    Q3 2023

    3,064 68.8 29.1 2.1

    Q4 2023

    3,068 68.9 29.1 2.0

    Q1 2024

    3,053 67.5 30.1 2.4

    Q2 2024

    3,159 68.3 29.8 2.0

    Q3 2024

    3,190 67.1 29.6 3.3

    Q4 2024

    3,105 69.0 28.0 3.0

    Q1 2025

    2,655 74.3 22.7 2.9

    Q2 2025

    2,597 75.4 22.3 2.3

    Q3 2025

    2,526 69.7 26.8 3.6

    Q4 2025

    837 66.4 30.7 2.9

    7. Online Diary Paradata

    The metrics described in this section pertain only to respondents who completed an online expenditure diary, as the metric outputs are calculated using online diary paradata. Online diary paradata are a detailed collection of actions taken within the diary survey web pages by respondents, along with their movement from web page to web page. These documented actions are organized by respondent and sorted chronologically as a sequence of “events” designed to go from first login attempt to final entry.

    BLS research (Jones & Krishnamurty, 2024), which analyzed the 2021 CE online diary paradata, revealed that respondent login activity, device use, and time spent in the online diary have utility as indicators of data quality in the CE Diary Survey. The results indicated that fewer (successful) logins per respondent, more failed logins per respondent, using only a mobile device to access the online diary (as opposed to mobile and desktop devices), and less time spent in the diary were all associated with suboptimal expenditure reporting patterns.[28] Informed by these findings, the BLS used the available paradata to create three separate online diary paradata metrics:

    1. Average Total Successful Logins per Respondent

    2. Online Diary Version Used

    3. Average Time Spent in the Diary 

    More information on how the online diary metrics are calculated is available in the DQP Reference Guide (Armstrong, Carlton, Carr, Jones, and Petit, 2026).

     

     Total logins per respondent summary

    • The average number of online diary logins experienced a shift of 0.9 logins from 7.5 in the fourth quarter of 2024 to 8.4 in the fourth quarter of 2025 (See Chart B7.1).

    • The median number of online diary logins saw no overall shift between the fourth quarter of 2024 (5 logins) to the fourth quarter of 2025 (5 logins), but there was some fluctuation in the interim.

     Table B7.1 Diary survey: total logins per respondent
    Quarter Number of respondents Average Logins Median Logins

    Q1 2021

    361 7.0 6

    Q2 2021

    399 6.9 6

    Q3 2021

    389 7.1 5

    Q4 2021

    349 6.7 5

    Q1 2022

    421 7.2 5

    Q2 2022

    403 7.1 5

    Q3 2022

    351 7.5 6

    Q4 2022

    338 7.8 6

    Q1 2023

    392 7.5 5

    Q2 2023

    371 6.7 5

    Q3 2023

    419 7.2 5

    Q4 2023

    395 8.0 5

    Q1 2024

    416 7.3 5

    Q2 2024

    414 7.4 5

    Q3 2024

    413 7.8 5

    Q4 2024

    385 7.5 5

    Q1 2025

    256 7.6 6

    Q2 2025

    241 6.8 4

    Q3 2025

    292 7.7 6

    Q4 2025

    105 8.4 5

    Online diary version used summary

    • The rate of respondents that used desktop only to enter expenses experienced a shift of 8.3 percentage points from 59.7 percent in the fourth quarter of 2024 to 51.4 percent in the fourth quarter of 2025 (See Chart B7.2 , "Desktop Only").

    • The rate of respondents that used mobile only to enter expenses in the online diary experienced an overall shift of 3.2 percentage points from 21.6 percent in the fourth quarter of 2024 to 24.8 percent in the fourth quarter of 2025.

    • The rate of respondents that used both (desktop and mobile) to enter expenses in the online diary experienced an overall shift of 5.1 percentage points from 18.7 percent in the fourth quarter of 2024 to 23.8 percent in the fourth quarter of 2025

     Table B7.2 Diary survey: online diary version used

    Quarter

    Number of respondents Desktop Only (in percent) Mobile Only (in percent) Both (in percent)

    Q1 2021

    361 68.1 17.2 14.7

    Q2 2021

    399 66.4 17.8 15.8

    Q3 2021

    389 68.9 17.5 13.6

    Q4 2021

    349 64.5 19.8 15.8

    Q1 2022

    421 61.8 24.5 13.8

    Q2 2022

    403 61.5 21.8 16.6

    Q3 2022

    351 63.0 22.5 14.5

    Q4 2022

    338 61.5 23.4 15.1

    Q1 2023

    392 62.5 18.9 18.6

    Q2 2023

    371 60.6 19.7 19.7

    Q3 2023

    419 53.9 22.7 23.4

    Q4 2023

    395 57.0 23.0 20.0

    Q1 2024

    416 59.6 20.0 20.4

    Q2 2024

    414 57.0 23.4 19.6

    Q3 2024

    413 58.4 23.5 18.2

    Q4 2024

    385 59.7 21.6 18.7

    Q1 2025

    256 62.5 17.6 19.9

    Q2 2025

    241 58.9 22.8 18.3

    Q3 2025

    292 57.5 23.3 19.2

    Q4 2025

    105 51.4 24.8 23.8

    Time spent in the diary summary

    • The average amount of time spent entering expenses in the online diary by respondents experienced an overall shift of 4.3 minutes from 37.8 minutes in the fourth quarter of 2024, to 33.5 minutes in the fourth quarter of 2025(See Chart B7.3).

    • In the second quarter of 2025, both the average and median amount of time spent entering expenses in the online diary reached series lows, possibly related to the relatively low level of average and median logins in the same quarter.

    • The median amount of time spent entering expenses in the online diary by respondents experienced an overall shift of 0.2 minutes from 25.7 minutes in the fourth quarter of 2024 to 25.9 minutes in the fourth quarter of 2025.

     Table B7.3 Diary survey: time spent in the diary
    Quarter Number of respondents Average Minutes Median Minutes

    Q1 2021

    361 31.8 23.3

    Q2 2021

    399 34.6 25.2

    Q3 2021

    389 37.8 27.5

    Q4 2021

    349 38.2 27.5

    Q1 2022

    421 37.3 25.5

    Q2 2022

    403 38.1 28.2

    Q3 2022

    351 40.9 28.7

    Q4 2022

    338 37.5 26.7

    Q1 2023

    392 37.8 25.9

    Q2 2023

    371 35.0 25.2

    Q3 2023

    419 39.4 25.4

    Q4 2023

    395 37.1 25.6

    Q1 2024

    416 37.5 26.5

    Q2 2024

    414 37.2 27.9

    Q3 2024

    413 38.2 26.5

    Q4 2024

    385 37.8 25.7

    Q1 2025

    256 31.1 23.7

    Q2 2025

    241 28.5 18.0

    Q3 2025

    292 34.5 24.2

    Q4 2025

    105 33.5 25.9

    Summary

    The BLS is committed to producing data that are consistently of high statistical quality. As part of that commitment, the BLS publishes the DQP and its accompanying Reference Guide (Armstrong, Carlton, Carr, Jones, and Petit, 2026) to assist data users as they evaluate CE data quality metrics and judge whether CE data fit their needs. DQP metrics therefore cover both the Interview and Diary Surveys, multiple dimensions of data quality, and several stages of the survey lifecycle. Additionally, the BLS uses these metrics internally to identify areas for potential survey improvement, to evaluate the effects of survey changes, and to monitor the health of the surveys.

    Interview Survey response rates continued to stay below 40 percent. This followed a downward trend for the Interview Survey for most of 2022, 2023, and 2024. The Diary Survey followed a similar downward trend in the rate of interviews completed in 2022 and 2023, before rising in the first two quarters of 2024, and then falling for the entirety of 2025. While rates are trending downward, it is important to reiterate that the BLS continues to monitor the risk of nonresponse bias through regular studies, and these have not found cause for concern.

    With respect to the administration of the CE Surveys, rates of records use in the Interview Survey and CE Information Booklet use in both CE Surveys have increased nominally in the most recently available quarters.

    Regarding survey processing, the percentage of allocation and imputation in the Interview Survey and the percentage of allocation in the Diary Survey held relatively steady, respectively. The rate of income imputations also experienced little variation for both CE Surveys over the period covered.

    With respect to respondent survey experience, respondent burden appeared to show some improvement with an increase in the rate of respondents feeling the Interview Survey to be not burdensome. Median Interview Survey times experienced some variation in 2025, but without a clear trend.

    Respondent expenditure reporting patterns in the online mode of the Diary Survey varied somewhat in 2025. The average number of times a respondent successfully logged in to the online diary instrument fluctuated between 6.8 and 8.4 times, more respondents utilized a mobile device for part of their expenditure reporting, and time spent by respondents reporting expenses in the online diary instrument was lower than in the previous year of data.

    BLS will continue to monitor these trends, with the next issue of the CE Data Quality Profile to be released in the Fall of 2027 as a part of the BLS’s annual release of 2026 CE data. That report will feature Diary Survey data through the fourth quarter of 2026, and Interview Survey data through the first quarter of 2027.

    References

    Abdirizak, S., L. Erhard, Y. Lee, and B. McBride (2017). Enhancing Data Quality Using Expenditure Records. Paper Presented at the Annual Conference of the American Association for Public Opinion Research, New Orleans, LA.

    Armstrong, G., W. Carlton, P. Carr, G. Jones, and L. Petit (2026). CE Data Quality Profile Reference Guide. Program Report Series, the Consumer Expenditure Surveys. Bureau of Labor Statistics.

    Ash, S., B. Nix, and B. Steinberg (2022). Report on Nonresponse Bias during the COVID-19 Period for the Consumer Expenditures Diary Survey. Published as part of the Consumer Expenditure Surveys Program Report Series. Bureau of Labor Statistics.

    Ash, S., and J. Rothbaum (2024). Nonresponse Bias Analysis of the 2018-2020 Consumer Expenditure Interview Survey using Census Administrative Records. Published as part of the Consumer Expenditure Surveys Program Report Series. Bureau of Labor Statistics.

    Elkin, I., B. McBride, and B. Steinberg (2018). Results from the Incentives Field Test for the Consumer Expenditure Survey Interview Survey. Published as part of the Consumer Expenditure Surveys Program Report Series. Bureau of Labor Statistics.

    Fricker, S., J. Gonzalez, and L. Tan. (2011). Are you burdened? Let's find out. Paper Presented at the Annual Conference of the American Association for Public Opinion Research, Phoenix, AZ.

    Krishnamurty, P., G. Jones, and B. McBride (2021). Large Scale Feasibility Test Final Report. Published as part of the Consumer Expenditure Surveys Program Report Series. Bureau of Labor Statistics.

    Paulin, G., S. Reyes-Morales, and J. Fisher (2018). User's Guide to Income Imputation in the CE. U.S. Bureau of Labor Statistics.

    Wilson, T. J. (2017). The Impact of Record Use in the CE Interview Survey. CE Survey Methods Symposium. Bureau of Labor Statistics.

    Footnotes


    [1]The Office of Management and Budget has oversight over all Federal surveys and provides the rules under which they operate.  See the Federal Register notice for more details.

    [2]Standard errors became available in the CE LABSTAT database, in 2022.

    [3]Nonresponse bias refers to bias that arises from the omission of sampled units in the final measured sample, when key variable values associated with missed units differ from that of measured units.

    [4]Instructions on using the CE PUMD to create variables and flags for quality analysis can be found in the CE PUMD Getting Started Guide.

    [5]More information may be found on the CE Frequently Asked Questions (FAQ) page.

    [6]The BLS did not release midyear CE data in 2025 or 2026, so midyear CE DQP reports were not published.

    [7]More information on the impact of the lapse in appropriations on CE Survey data collection can be found on the BLS website.

    [8]Nonresponse bias occurs when potential survey respondents who do not participate in a study differ systematically from those who do, leading to a sample that is not representative of the whole population. More information can be found in the “Final disposition rates of eligible units” section of the 2025 DQP Reference Guide.

    [9]Estimates of Final Disposition in the fourth quarter of 2025 were based only on cases from December of 2025, as a lapse in appropriations prevented data collection in October in November of 2025.

    [10]See the "Summary of cost containment measures" section of the 2025 DQP Reference Guide for specifics on the FY24 fielding changes.

    [11]See the "Summary of cost containment measures" section of the 2025 DQP Reference Guide for specifics on the FY23 fielding changes.

    [12]For the metric estimates in Tables throughout the report representing the fourth quarter of 2025, please note that October 2025 and November 2025 were excluded from the calculation. No data were collected in these months due to the lapse in appropriations in late 2025, leaving only December 2025, which led to the lower number of observations.

    [13]For the metric estimates in Charts throughout the report representing the fourth quarter of 2025, please note that October 2025 and November 2025 were excluded from the calculation. No data were collected in these months due to the lapse in appropriations in late 2025, leaving only December 2025, which led to the lower number of observations.

    [14]In the Interview Survey, each family in the sample is interviewed every 3 months over four calendar quarters. These interviews are commonly referred to as waves. For more information on survey administration please see CE handbook of methods.

    [15]When interpreting a series high point for Information Booklet Use associated with the fourth quarter of 2025, please note that October 2025 and November 2025 were excluded from the calculation. No data were collected in these months due to the lapse in appropriations in late 2025, leaving only December 2025, which led to the lower number of observations.

    [16]More information on how the COVID-19 pandemic impacted data collection can be found in the "Summary of changes to data collection during COVID-19" in the 2025 DQP Reference Guide.

    [17]Top-coding refers to replacing data when the value of the original reported data exceeds a preset critical value, which is calculated in accordance with Census Review Board guidelines. Suppression refers to the suppression of data if the value of the original data could reveal respondent identity, and top-coding is not suitable. More information on top-coding and suppression can be found on the CE Protection of Respondent Confidentiality page.

    [18]For the metric estimates in Table A4 representing the fourth quarter of 2025, please note that October 2025 and November 2025 were excluded from the calculation. No data were collected in these months due to the lapse in appropriations in late 2025, leaving only December 2025, which led to the lower number of reported expenditures.

    [19]When interpreting a series low or high point from Survey Mode associated with the fourth quarter of 2025, please note that October 2025 and November 2025 were excluded from the calculation. No data were collected in these months due to the lapse in appropriations in late 2025, leaving only December 2025, which led to the lower number of observations.

    [20]The most recent BLS study of nonresponse bias in the CE Diary Survey can be found on the BLS Site.

    [21]Estimates of Final Disposition in the fourth quarter of 2025 were based only on cases from December of 2025, as a lapse in appropriations prevented data collection in October in November of 2025.

    [22]The shift in other nonresponse was likely related to the discontinuing of the contact attempt limit in May of 2025, implemented as a part of the previously mentioned cost containment measures. See the ‘Summary of cost containment measures’ section of the 2025 DQP Reference Guide for specifics on the FY24 fielding changes.

    [23]More information on how the COVID-19 pandemic impacted data collection can be found in the "Summary of changes to data collection during COVID-19" in the 2025 DQP Reference Guide.

    [24]It should be noted that the local minimums and maximums related to Income Imputation in the fourth quarter of 2025 were based only on cases from December of 2025, as a lapse in appropriations prevented data collection in October in November of 2025.

    [25] The CE Redesign Project was launched to research and develop a redesign of the CE Surveys, addressing issues of measurement error and respondent burden.

    [26]It should be noted that the local low related to In-Person Diary Interview Time in the fourth quarter of 2025 was based only on cases from December of 2025, as a lapse in appropriations prevented data collection in October in November of 2025.

    [27]It should be noted that the local high related to Online Diary Use in the fourth quarter of 2025 was based only on cases from December of 2025, as a lapse in appropriations prevented data collection in October in November of 2025.

    [28] Suboptimal reporting patterns in the CE Diary survey typically refer to a lower-than-average number of individual expenditures, lower overall expenditure totals in dollars, and a higher rate of item descriptions lacking sufficient detail, which ultimately require allocation or other expenditure edits.



    Last Modified Date: October 29, 2026