Plan for Retirement

What is the Ballpark E$timate?

The Ballpark E$timate is an easy-to-use, two-page worksheet that helps you quickly identify approximately how much you need to save to fund a comfortable retirement. The Ballpark E$timate takes complicated issues like projected Social Security benefits and earnings assumptions on savings, and turns them into language and mathematics that are easy to understand.

The Ballpark E$timate

Introduction to Ballpark

Interactive Ballpark
Complete the worksheet online and let the computer do the math.

Ballpark Non-interactive (PDF)
Print out clean originals to share with family, friends and co-workers.
(This file is in pdf format and requires Adobe Reader for viewing and printing.)

Spanish Language Ballpark Non-interactive (PDF)
Print out clean originals of Ballpark in Spanish. We will be adding an interactive Spanish language version of Ballpark in the near future.
(This file is in pdf format and requires Adobe Reader for viewing and printing.)

Reprinting Ballpark

The Ballpark E$timate was designed to be easily duplicated. For anyone wanting to distribute the Ballpark E$timate to colleagues, employees, classes, etc., you must print out the full two page pdf version. Make as many copies as you need.

The Ballpark E$timate is copyrighted. If you are interested in reprinting the Ballpark E$timate in any way other than straight duplication, such as in a newsletter, book, etc., reprint permission is granted on a case by case basis. For additional information on reprinting Ballpark, contact ASEC (email).

Privacy Statement

Although the information you provide on the Ballpark E$timate worksheet may be temporarily stored on your computer, it cannot be stored or viewed by the American Savings Education Council (ASEC) or any vendor who may provide internet services to ASEC.

Content provided by the Employee Benefit Research Institute.