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Comparing income data from survey and register
Richard HeubergerStatistics Austria
Directorate Social Statistics
European Conference on Quality in official Statistics
5th June 2014
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Overview
o Preliminaries
o Recalculation of EU-SILC 2011
o Income variables
o Indicators
o Conclusions
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Preliminaries
o Register data use since EU-SILC 2012o About 85% of the household income from register data
o Break in the time serieso Individual and aggregate level
o Income variable and income-based indicators
o Comparability
o Recalculation of EU-SILC 2011 (and 2008 – 2010)o Calculation of income target variables
o Comparison of results, methodological effects
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Household income model
PY010 Income from employment+ PY050 Income from selfemployment+ PY090 Old-age benefits+ PY100 Unemployment benefits+ PY110 Survivor's benefits+ PY120 Sickness benefits+ PY130 Disability benefits+ PY140 Education related benefits+ PY080 Pension from individual private plans Income information mainly from register= Income information from survey
+ HY040 Income from rental of property of land+ HY050 Family related benefits+ HY060 social exclusion benefits not elsewhere classified+ HY070 Housing allowances+ HY080 Inter household cash transfers received+ HY090 Interests, dividends, …+ HY110 Income received by persons aged under 16=- HY130 Inter-household transfers paid- HY145 Repayments/receipts for tax adjustment= HY020 Household incomeQ: Statistik Austria, EU-SILC 2012
Income components on personal level
Sum of income on individual level
Sum of income on household level
Income components on household level
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Income variables
o Income from employment as exampleo Higher number of income recipients in register
o Better coverage?
o Distribution more unequal
o Equivalised household incomeo Distribution based on register income more unequal
o Structural changes of income distribution
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Income variables: income from employment
No YesNo 287 287Yes 628 6.007 6.635
628 6.294 6.922
No YesNo 0,0% 4,1% 4,1%Yes 9,1% 86,8% 95,9%
9,1% 90,9% 100,0%
Register
Register
Questionnaire
Questionnaire
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Income variables: income from employment
Questionnaire Register Questionnaire RegisterValid cases 6.294 6.635 6.007 6.007
Mean 19.951 19.408 20.378 21.099Median 18.400 17.946 18.962 19.388Percentiles
10 3.890 1.784 4.498 3.94820 8.347 4.973 9.100 8.72130 12.600 10.172 13.304 13.00540 15.600 14.612 16.319 16.27950 18.400 17.946 18.962 19.38860 21.069 21.039 21.550 22.17170 24.267 24.489 24.679 25.43780 28.326 28.934 28.326 29.93590 35.425 36.436 35.610 37.447
Source: EU-SILC 2011 (questionnaire and register income data)
Employment incomeIn both datasetsIn one of the datasets
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Income variables: equivalised household income
Questionnaire RegisterValid cases 13.927 13.927
Mean 24.202 24.798Median 21.610 22.046Percentiles10% 12.278 11.92520% 15.049 15.05930% 17.182 17.47940% 19.360 19.84350% 21.610 22.04660% 24.047 24.65970% 26.918 27.66880% 30.764 32.16290% 37.657 39.240
Equivalised household income
Source: EU-SILC 2011 (questionnaire and register income data)
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Income variables: equivalised household income
1
-2,000
-1,000
0
1,000
2,000
3,000
4,000
5,000
Median of the difference between questionnaire and register income
Decile groups of the equivalised household income from register
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Indicators
o At-risk of poverty rateo Increase due to distribution of register data
o Distribution of increase
o At-risk of poverty or social exclusiono Effect of register data mainly on AROPE
o Political relevance
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Indicators: At-risk-of-poverty or social exclusion
Survey Register DifferenceAt-risk-of-poverty rate 13 15 2Severe material deprivation 4 4 0Rate of persons inhouseholds with low work intensity 6 7 01 Dimension 12 14 22 Dimensions 4 4 03 Dimensions 1 1 0
At-risk-of-poverty or social exclusion 17 19 2Source: EU-SILC 2011 (survey and register income data)
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Indicators: At-risk-of-poverty or social exclusion
AROPE AROSE AROPE AROSE AROPE AROSETotal 13 17 15 19 2 2Household with old-age benefit as main source of incomeTogether 13 19 13 20 0 0One-person household male 13 16 13 16 0 0One-person household female 26 32 26 31 0 0Multi-person household 10 16 10 17 0 0Households without old-age benefitsTogether 12 16 15 19 3 3One-person household male 23 30 26 34 3 3One-person household female 26 34 28 36 2 2Multi-person household without children 7 11 9 14 2 2Household with children 12 16 15 18 3 3
Single-parent household 24 36 26 35 2 2Multi-person household + 1 child 5 8 8 11 3 3Multi-person household + 2 children 10 13 14 17 4 4Multi-person household + 3 children and more 26 29 25 29 -1 -1
Source: EU-SILC 2011 (questionnaire and register income data)
Questionnaire Register Difference in percentage points
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Conclusions
o Recalculation is necessary
o Break in the time series
o Effect of the use of register data on income distribution and income-based indicators
o Possibility for further methodological research
o On the difference between register and survey income data
o On register data itself (coverage, scope, blind spots)
o Use of register data in statistics
o In EU-SILC (data production & quality control)
o Other statistical projects
www.statistik.at slide 14 | 5th July 2014
Please address queries to:Richard Heuberger
Contact information:Guglgasse 13, 1110 Vienna
Thank you for your attention!