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.

0
$200,000
$400,000
$600,000
$800,000
$1,000,000
$1,200,000

25
30
35
40
45
50
55
60
65
70
75
80
85
90

Retirement Savings

Extra Savings at Age 65: $227,000+ Retirement Savings with 1% Greater Returns Extra Spending: 15+ years

Saving Phase
Retirement

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.

Heads Up!

This tool works best when using a desktop computer

Dismiss

Reset form?

This will completely remove all fund tickers and you will need to reenter them.

Yes, reset form

GET YOUR FREE INVESTMENT REPORT

Are your funds maximized for investment performance? Find out how your funds stack up by using our tool to download your free personalized report.

Where to locate your fund tickers and how to input them into this form

Locate your fund IDs

Fund IDs can be found on your statement. The most common type of Fund ID is a mutual fund ticker which is five capital letters ending in an X.

How to enter your Fund IDs

Enter each Fund ID individually.

– or –

Copy and paste a string of many Fund IDs, separated by commas, into the first fund ticker input. The remaining fund ticker inputs will be automatically separated and entered for you.

The Fisher Advantage

Learn More About Plan Services

Superior Plan & Investment Guidance

Fisher provides flexible investment solutions, superior fund lineup management, and ongoing investment guidance to maximize wealth creation.

Simplified Plan Administration

We streamline retirement plan administration and payroll processes and provide a dedicated-point-of-contact for all plan servicing, troubleshooting and vendor management.

Unparalleled Service

We offer services other providers can’t or won’t provide. With Fisher you’ll receive tailored participant education programs along with one-on-one meetings to increase employee participation and improve retirement readiness.

Legal Protection

As an ERISA 3(38) Investment Manager, Fisher takes full legal responsibility for selecting, monitoring, and updating the funds in your plan. This protects you and other plan sponsors from investment-related legal risk.

Quickly Audit Your Fund Lineup With This Checklist

Image that reads "Fund Lineup Checklist"

About Us

Personal Wealth Management

Business 401(k) Services

Institutional Investing

Insights