Skip to main content

In January 2021, more than seven out of 10 workers were very or somewhat confident that they would have enough money to live comfortably throughout their retirement years. This was the highest confidence level since 2000 and a significant rebound from levels in March 2020 after the pandemic began. Overall, retirement confidence has trended upward since the Great Recession.

Workers who were somewhat confident they could fund their retirement: 41% in 2009, 37% in 2014, 37% in 2015, 43% in 2016, 42% in 2017, 47% in 2018, 44% in 2019, 42% in January 2020, 39% in March 2020, and 43% in 2021. Workers who were very confident: 13% in 2009, 18% in 2014, 22% in 2015, 21% in 2016, 18% in 2017, 17% in 2018, 23% in 2019, 27% in January 2020, 24% in March 2020, and 29% in 2021. Percentage of workers who felt somewhat or very confident about retirement was 54% in 2009, 55% in 2014, 59% in 2015, 64% in 2016, 60% in 2017, 64% in 2018, 67% in 2019, 69% in January 2020, 63% in March 2020, and 72% in 2021.
Source: Employee Benefit Research Institute, 2021 (two surveys were conducted in 2020)


Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual’s personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable – we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Registered representative offering securities through SagePoint Financial, Inc., a registered broker-dealer and member FINRASIPC. Investment advisory services offered through Keeler Thomas Management LLC, Inc., a registered investment advisor, not affiliated with SagePoint Financial Inc.

Prepared by Broadridge Advisor Solutions Copyright 2021.