Life for both sexesâand I looked at them, shouldering their way along the pavementâis arduous, difficult, a perpetual struggle. It calls for gigantic courage and strength. More than anything, perhaps, creatures of illusion as we are, it calls for confidence in oneself. Without self-confidence we are as babes in the cradle. And how can we generate this imponderable quality, which is yet so invaluable, most quickly? By thinking that other people are inferior to oneself. By feeling that one has some innate superiorityâit may be wealth, or rank, a straight nose, or the portrait of a grandfather by Romneyâfor there is no end to the pathetic devices of the human imaginationâover other people.
Virginia Woolf, A Room of Oneâs Own, 1929
And there is deep down within all of us an instinct. Itâs a kind of drum major instinctâa desire to be out front, a desire to lead the parade, a desire to be first. And it is something that runs the whole gamut of life.
Dr. Martin Luther King Jr., The Drum Major Instinct, 1968
The human imagination is an engine of comparison. We get our bearings in a complex, changing world by comparing ourselves to other people. These comparisons shape the way we see the social order and ourselves; they govern our desires and our discontents. They are often automatic, driven by context and impulse, so much so that they can happen just beneath our awareness. But often, if we think back, we can recognize them. What social comparisons have you made today, or even in the past hour? Have you compared yourself to coworkers, neighbors, people in the media or on the street, even just for a moment? Did the comparisons bring you up or down? Did you aspireâcovetâpityâcondescend? Do you think these kinds of everyday comparisons matter at all for the way you see politics? In this book, we ask similar questions, but from a much broader perspective. What kind of social comparisons are encouraged by an increasingly unequal America, and what are the consequences for our shared political and economic future?
Social comparisons take many forms, but our focus will be on cross-class comparison. Here, at the outset of the book, take a moment to try out this experience for yourself. Imagine another person who is at the very top of our socioeconomic hierarchyâsomeone rich, prestigious, elite. Whom do you think of? How are you different from this person? How do you feel about yourself, the other person, or the social system in general when you make this comparison? Now imagine someone at the other end of the hierarchy. Who comes to mind when you think of the poor? How are you different from this second imagined other? What reactions do you notice in yourself?
In the real world, context and psychology combine to direct attention up or down and govern the images that come to mind. How often, under what conditions, and with what political results do these cross-class comparisons occur? On one hand, there is reason to believe that downward comparison dominates. Nearly a century ago, Virginia Woolf explained that imagining lower-status others is an efficient way to feel confident and secure. Contemporary social scientists have repeatedly confirmed her observation; downward comparison can elevate a personâs sense of their own status, even when markers of status like money or achievements do not change. In an era marked by rapidly growing economic insecurity, perhaps people are especially drawn to this kind of thinking, driven by what Martin Luther King Jr. called the drum major instinct: the human desire to engage in downward comparison to elevate the self.
What might the consequences be for politics? Both Woolf and King emphasized that comparison with others structures not only individual perception and self-concept, but power relations. King argued that the drum major instinct lies at the roots of racial resentment, because people often satisfy their drive to compare downward by focusing on members of marginalized racial groups.1 Woolf made a similar argument about gender. She viewed the drum major instinct as foundational to patriarchy, arguing that men are able to elevate themselves by drawing upon, âthat deep seated desire, not so much that she shall be inferior as that he shall be superior.â In fact, Woolf called downward social comparison âone of the chief sources of [a manâs] power.â2
Unlike downward comparison, upward comparisons can foster anxiety, weaken confidence, and lower perception of status. Olympic medalists provide a tidy illustration of these dynamics. Bronze medalists often appear happier on the Olympic podium than silver medalists. Psychologists interested in this puzzling phenomenon have studied it carefully; in one clever study, researchers looked only at the faces of medalists, blinded as to which medal the athlete won. Indeed, they consistently rated bronze medalistsâ faces as happier than silver medalistsâ. The reason turns out to be a difference in the direction of social comparison. Bronze medalists tend to compare downward, contrasting themselves with those who did not win a medal at all, feeling thrilled just to have made the podium. Silver medalists tend to compare upward, focusing on the athlete who won gold, experiencing the sense of loss.3 As Woolf, King, and a massive body of contemporary research demonstrate, it feels good to be a drum major, to think of the band behind and feel out in front. It empowers, elevates, and changes expectations. This line of thinking tells us that it is much less pleasant to think of a long parade stretching for miles ahead (or to look up at the glint of the gold medal).
And yet, whether we are looking back at history or into the mirror of present popular culture, we do find upward comparison. America has a longstanding appetite for news from the top. From Benjamin Franklin and Andrew Carnegie to Rich Dad, Poor Dad and televisionâs Shark Tank,4 homilies on the gospel of wealth ring from the public pulpit. Our elected leaders increasingly hail from the upper classes.5 And modern celebrity culture relentlessly draws attention to gold medalists of todayâs society.6
In particular, when it comes to American political rhetoric, there is certainly no shortage of upward comparison. Candidates and leaders seem almost unaware of how bad upward comparisons can feel. Progressive Democrats like Elizabeth Warren and Bernie Sanders consistently direct Americansâ attention to disparities between the rich and the rest, telling Americans to âlook around. Oil companies guzzle down the billions in profits. Billionaires pay a lower tax rate than their secretaries, and Wall Street CEOs, the same ones that direct our economy and destroyed millions of jobs still strut around Congress, no shame, demanding favors, and acting like we should thank themâ (Elizabeth Warren, September 2012). Economic disparities were the core problem put forth by the Sanders presidential campaign in 2016. Crowds cheered on as the candidate preached about the economic divide: âIf you can believe it, between 2013 and 2015 the 14 wealthiest individuals in the country saw their net worth increase by over $157 billionâ (Bernie Sanders, June 2015). Moderate Democrats, like Hillary Clinton, chimed in too: âWe do need to make sure our economy works for everyone, not just those at the top. The changes that have roiled our economy over the past few decades are not just numbers on a page that economists study. They are real forces that families are dealing with up close and personal every dayâ (Hillary Clinton, July 2016).
Upward comparisons persisted into the 2020 presidential campaign season. Elizabeth Warren, now a presidential hopeful, told attendees at a televised town hall meeting: âIâm tired of a Washington that works for the rich and the powerful. I want a Washington that works for the rest of Americaâ (Elizabeth Warren, April 2019). Sanders, again a frontrunner, held the line too, going so far as to argue that âbillionaires should not existâ (Bernie Sanders, September 2019). Warren and Sanders were joined by others in the Democratic field, like JuliĂĄn Castro, who directed attention to the contrast between his supporters and the rich on Twitter: âIâm not a billionaire, and neither are any of my donorsâ (JuliĂĄn Castro, August 2019).
And itâs not always just the Left drawing Americansâ attention up; similar rhetoric began to echo from the other side of the political aisle in 2015. After years of accusing Democrats of class warfare, Republicans began to talk about income inequality. Jeb Bushâs 2016 presidential campaign and his Political Action Committee were titled âRight to Rise.â The PACâs mission statement asserted, âWhile the last eight years have been pretty good ones for top earners, theyâve been a lost decade for the rest of America.â Marco Rubio called for the Republican Party to âbecome the champion of the working class,â focusing on the connection between inequality and political influence: âIf you can afford to hire an army of lawyers, lobbyists, and others to help you navigate and sometimes influence the law, youâll benefit. And so thatâs why you see big banks, big companies, keep winning. And everybody else is stuck and being left behindâ (Marco Rubio, April 2015). Even self-proclaimed billionaire Donald Trumpâwho would go on to win in 2016âjoined in: âThe middle class is getting clobbered in this country. . . . You know the middle class built this country, not the hedge fund guys, but I know people in hedge funds that pay almost nothing and itâs ridiculousâ (Donald Trump, August 2016).7
Are these politicians shouting into a void? Examples of how much people dislike the silver medalist vantage point abound, and yet here we have candidates trying to garner votes repeatedly asking Americans to look upward. Furthermore, quite a bit of public opinion scholarship suggests that Americans are generally unresponsive to economic inequality, ignorant of its magnitude or perhaps viewing it as acceptable as long as everyone has a chance to compete for gold. Why, then, is there so much attention to inequality and in particular upward comparison, in campaigns and speeches?
In the chapters that follow, we provide an answer by explaining the central role of social comparison. Americans are quite sensitive to inequality when they think about it in terms of social contrast. Powerful currents compete to propel Americansâ attention up or downâtoward the rich or the poorâpulling politics along in the wake. In particular, though the experience of upward comparison may not always be pleasant, it can change how people view government action. In each of the references to inequality we just quoted from speeches and campaign messages, the speaker talks about interpersonal, social differences between people: between billionaires and secretaries, financiers and families, scions who hire teams of lawyers and workers who fight for scraps. In the minds of Americans, socioeconomic disparities are indeed ânot just numbers on a page that economists study,â and when these gaps are framed instead as social contrasts, Americans of all political affiliations and walks of life rev up their engines of comparison and respond.
What Can Social Comparison Tell Us about the Politics of Inequality?
Woolfâs patriarch, Kingâs drum major, and the sad silver medalists are only a few among many illustrations of the power and prevalence of social comparison. Examples from psychology to literature suggest that such comparisons happen across many contexts but are particularly important when people are faced with social structures that are complex or unfamiliar. In these contexts, humans act like creatures equipped with a social sonarâforming images of the environment and their own location in it by bouncing their self-concepts against the others in their purview. And yet, social comparison across class lines has received little attention in many prominent attempts to understand Americansâ responses to one of the most complex and rapid shifts to the social order in a generationâthe dramatic rise in economic inequality since the middle of the last century.
We are left with many unanswered questions about the national reaction to growing inequality. When and under what conditions do Americans consider the economically mighty and the weak? What do they think about when they compare themselves to others across the class divide? How do those contrasts make them feel about themselves? And what, if anything, do they want government to do about it all? These questions puzzle social scientists and political observers alike, making American attitudes about inequality one of the great unsolved mysteries in the social sciences.
In particular, public opinion in the United States has not responded to rising income inequality the way many experts predicted it would. The longstanding expectation has been that as inequality increases, and more people fall farther from the top earners, the public will demand more redistributive action from government: people will recognize their slipping status; concern about inequality will boom; support for a government response will grow. But the reality runs contrary to this expectation. Americans have trouble identifying their own positions in the changing economic hierarchy, and appetite for economic redistribution has remained relatively stable for decades. The connections between Americansâ opinions and socioeconomic statusâwhich social scientists often capture by looking at individualsâ incomes and resourcesâremain weak and hard to predict.
Explanations for the inconsistency tend to ignore social relations and comparison, instead characterizing individual Americans as either ignorant: lacking the factual knowledge to respond rationally to growing inequality, or tolerant: accepting of inequality because of fierce individualism, ideology, or deeply held beliefs about mobility and the American Dream. Both of these approaches assume that something about individual Americans renders them immune to the status changes that come from rising inequality: perhaps they do not know, or perhaps they do not care about the yawning gaps that characterize the American socioeconomic landscape. These answers dominate the discourse and are important pieces of the puzzle, but they are, at some level, still unsatisfying. Though Americans have a hard time describing the details of the income distribution in quantitative terms, most have the basic facts right, and most are aware that inequality is large and growing fast. And large numbers of Americans express concern about these facts.8
In this book, we take a new social approach. Instead of focusing on what Americans know about inequality, what they believe, or the resources they possess individually, we look at how Americansâ systems of social sonar are functioning. We investigate the opportunities people have (or lack) to confront others who are economically different, how people select preferred targets for comparison to boost a sense of self in the midst of anxiety-producing change, and how people respond when they think about the differences between themselves and this economic other. Because we are interested in understanding the response to economic inequality, we focus on cross-class comparisons, but we point out that social comparative thinking can never be scrubbed of race or gender the way statistical information about broad economic trends can be.
Barack Obama, in his Farewell Address, echoed Kingâs argument that satisfying the drum major instinct with racial difference draws attention away from economic inequality. He evoked upward and downward comparisons, warning that the divide between the rich and the rest would only grow if poverty continued to be racialized: âIf every economic issue is framed as a struggle between a hard-working white middle class and an undeserving minority, then workers of all shades are going to be left fighting for scraps while the wealthy withdraw further into their private enclavesâ (Barack Obama, January 2017). As Obama argued, class is welded to other social categories in the American imagination.
And so, we also examine the ways in which the intersection of class, race, and gender influences both which comparisons Americans make and how they react to them. Our goal is to move beyond the dominant individual-focused resource, information, and ideology-based models of inequality and public opinion, drawing attention instead to how patterns in social relations shape the American response to inequality.
The Comparisons We Make and How They Matter
While there has been little attention to the specific question of how cross-class comparison affects political attitudes, there is considerable evidence from across the social sciences showing that attitudes and emotions, broadly constructed, are quite sensitive to cross-class social comparison. Take, for example, a natural experiment provided by airplane passenger classes: air rage is more common among economy passengers in flights that have a first-class cabin, and also more prevalent on front-board...