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1% More Can Mean 15 Extra Years of Spending

Improving your investment performance by just 1% can make a huge difference in your retirement savings.

Assumes starting salary of $40,000, which grows annually by 3% over 40 years starting at age 25. Withdrawals begin at age 66 and are equal to 45% of the projected salary at retirement. The lower return portfolio growth assumes 5.5% annual return in the working years and 3.5% return in retirement, while the 1% higher return portfolio growth assumes 6.5% and 4.5%, respectively.


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Using the 401(k) Scorecard

Watch this short video from a Fisher small business specialist to learn how to use the 401(k) Scorecard to improve plan performance.


Averages by Industry

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401(k) Plan Checklist

Is your plan maximized? Download our complimentary checklist to identify opportunities to improve your company's 401(k) plan.


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One of our 401(k) business specialists would love to talk to you about your company's retirement plan needs.


Additional Resources

  • Maximize Your Retirement Savings

    Save big on your personal taxes with a cross-tested profit-sharing plan added to your company's 401(k).

  • Don't Miss These Extra Savings

    A new tax credit that can be as high as $16,500—which means actual money in your pocket.

  • The Powerful Tax Benefit for Business Owners

    Pay fewer taxes now and save more for your retirement? You need to see this powerful tax deferral strategy.

  • Profit Sharing

    See how one business owner saved over $51,000 a year by switching to a New Comparability Profit Sharing Plan.

  • Safe Harbor

    Find out how this business owner increased his personal annual contribution with a Safe Harbor 401(k) Plan.

  • Cash Balance

    Find out how a business owner saved over $111K in taxes annually and turbo-charged her retirement savings.

  • Cash Balance Plans

    Hear from a small business specialist to learn more about Cash Balance Plans.

  • Tax Savings Guide

    What you need to know to unlock huge savings. This guide features information designed to answer your tax savings questions.

Find out how your 401(k) Plan stacks up.
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