HRS Survey Design and Methodology

Documents in this section provide detailed information on a range of topics relevant to the HRS survey methods.

Longitudinal Cohort Sample Design

This graphic portrays the HRS sample accrual over time, representing various birth cohorts. View Chart »

HRS Respondent Incentive Token Amounts

The HRS offers financial payments as tokens of appreciation to respondents for participating in various aspects of the study. Read more »

Sample Size and Response Rates

HRS Core Interview Sample Sizes and Response Rates. These tables provide sample sizes and interview response rates for each survey year of the core biennial survey for overall panel, race/ethnicity, and cohort.
Staff H. Sample Sizes and Response Rates. Ann Arbor, MI: Survey Research Center, Institute for Social Research, University of Michigan; 2011.

Data Quality Profiles

Schroeder H, Zhao C, Martinez S, West B. SRC Data Quality Profile: HRS 2022 Panel. Ann Arbor, Michigan: Institute for Social Research, University of Michigan ; 2026.
West B, Schroeder H. A Complete Example of the SRC Data Quality Profile from the 2022 Wave of the Health and Retirement Study (HRS). Ann Arbor, Michigan: Institute for Social Research, University of Michigan ; 2026.

Sample Representativeness

Sample Representativeness Estimates. This table presents analyses of sample representativeness for the Health and Retirement Study (HRS), contrasting both weighted and unweighted estimates for common variables across the American Community Survey (ACS), Current Population Survey (CPS), and the National Health Interview Survey (NHIS).
Collins S, Kim JK, Faul J. Comparison of the 2016 HCAP and 2016 HCAP HRS Venous Blood Study (VBS) Samples. Ann Arbor, MI: Institute for Social Research, University of Michigan; 2026.
Collins S, Kim JK, Faul J. Comparison of the 2016 HRS Core Sample (Age 56+), HRS Venous Blood Study (VBS) Sample, and Other National Surveys. Ann Arbor, MI: Institute for Social Research, University of Michigan ; 2026.
Collins S, Kim JK, Faul J. Comparison of the 2016 HRS Core Sample (Ages 51+) and HRS Venous Blood Study (VBS) 2016 2018 Sample Including the LBB Cohort. Ann Arbor, MI: Institute for Social Research, University of Michigan ; 2026.
Zhao C, Schroeder HM, West BT. Analyses of 2020 HRS Sample Representativeness. Ann Arbor, MI: Institute for Social Research, University of Michigan; 2025.

Weight Information

Lee S, Nishimura R, Burton P, McCammon RJ. HRS 2016 Sampling Weights. Ann Arbor, MI: Survey Research Center, Institute for Social Research, University of Michigan; 2021.
Staff H. Health and Retirement Study 2016 Tracker. Ann Arbor: Survey Research Center, Institute for Social Research, University of Michigan; 2019:1-44.
Staff H. Sampling Weights: Revised for Tracker 2.0 & Beyond. Ann Arbor, MI: Survey Research Center, Institute for Social Research, University of Michigan; 2019.
Wagner J, Valliant R, Hubbard F, Jiang C. Level-of-Effort Paradata and Nonresponse Adjustment Models for a National Face-to-Face Survey. Ann Arbor, Michigan: Institute for Social Research, University of Michigan; 2013.
Ofstedal MB, Weir DR, Chen K, Wagner J. Updates to HRS Sample Weights. Ann Arbor, Michigan: Institute for Social Research, University of Michigan; 2011.
Staff H. Sample Weights and Sample Selection Indicator for the Physical Measures in HRS 2004. Ann Arbor, MI: Survey Research Center, Institute for Social Research, University of Michigan; 2004.

Data Analysis

Sonnega A. Using Health and Retirement Study Data: A Guide for New Users. Ann Arbor, Michigan: Institute for Social Research, University of Michigan ; 2025.

Survey Design

Staff H. Protocols for Missing Data in the Harmonized Cognitive Assessment Protocol (HCAP). Ann Arbor, MI: Institute for Social Research, University of Michigan ; 2025.
Schroeder H, Weir DR, West BT. Representativeness of the Oversamples of Blacks and Hispanics in the Health and Retirement Study: A Geographic Analysis of 2020. Ann Arbor, MI: Survey Research Center, Institute for Social Research, University of Michigan; 2023.
Staff H. Proxy Selection in the Health and Retirement Study. Ann Arbor, MI: Survey Research Center, Institute for Social Research, University of Michigan; 2021.
Weir DR, Ofstedal MB. Evaluating Strategies for Reducing Field Costs in a Longitudinal Study. Ann Arbor, MI: Institute for Social Research, University of Michigan; 2016:1-8.
Weir DR. Validating Mortality Ascertainment in the Health and Retirement Study. Ann Arbor, Michigan: Survey Research Center, Institute for Social Research, University of Michigan; 2016.
Weir DR, Faul J, Langa KM. Proxy interviews and bias in the distribution of cognitive abilities due to non-response in longitudinal studies: a comparison of HRS and ELSA. Longit Life Course Stud. 2011;2(2):170-184. doi:10.14301/llcs.v2i2.116
Staff H. HRS Sample Evolution: 1992-1998. Ann Arbor, MI: Survey Research Center, Institute for Social Research, University of Michigan; 2008.
Staff H. HRS Design History. Ann Arbor, MI: Survey Research Center, Institute for Social Research, University of Michigan; 2008.
Heeringa SG, Hill DH, Howell DA. Unfolding Brackets for Reducing Item Nonresponse in Economic Surveys. Ann Arbor, MI: Survey Research Center, Institute for Social Research, University of Michigan; 1995.
Heeringa SG, Connor J. Technical Description of the Health and Retirement Study Sample Design. Ann Arbor, Michigan: Institute for Social Research, University of Michigan; 1995.
Heeringa SG. Technical Description of the Asset and Health Dynamics Among the Oldest Old (AHEAD) Study Sample Design. Ann Arbor, Michigan: Institute for Social Research, University of Michigan; 1995.

Imputations

Cao H. HRS 1996 Imputations: Documentation. Ann Arbor, Michigan: Institute for Social Research, University of Michigan; 2001.
Cao H. HRS 1998 Preliminary Imputations. Ann Arbor, Michigan: Institute for Social Research, University of Michigan; 2000.
Heeringa SG, Hill DH, Howell DA. Unfolding Brackets for Reducing Item Nonresponse in Economic Surveys.; 1995.

Administrative information

Staff H, Weir DR. HRS Institutional Review Board Information. Ann Arbor, MI: Survey Research Center, Institute for Social Research, University of Michigan; 2024.