Mandatory Employee Contributions

Most public pension plans require employees to contribute 5–10% of salary every paycheck. A teacher earning $60,000 contributing 7% pays $4,200/year — $126,000 over 30 years — into the pension fund. Unlike a 401(k) where those contributions accumulate in your personal account, pension contributions are pooled. If you leave before vesting, you typically get a refund of contributions but no interest credit at market rates.

Employee pension contribution rates by career field

Career FieldTypical Employee ContributionAnnual Cost on $65K Salary30-Year Total Contributed
K-12 Teachers5–9%$3,250–$5,850$97,500–$175,500
State/local government4–8%$2,600–$5,200$78,000–$156,000
Police/Firefighters7–12%$4,550–$7,800$136,500–$234,000
Federal employees (FERS)0.8–4.4%$520–$2,860$15,600–$85,800
Military0% (service obligation)$0 cash$0 direct — career is the cost
📈The Refund Risk

Many teachers and government workers contribute significant sums over short careers and then leave before vesting. In some states, the refund includes only your principal contributions with minimal interest — well below what the same money invested at 7% would have grown to. A $40,000 refund vs. $95,000+ in invested value is a common outcome.

Survivor Benefit Reduction: The Income Tax of Pension Marriage

Electing a joint-and-survivor option for your spouse permanently reduces your own benefit by 8–20%. This is not a fee paid to the plan — it is an actuarial trade-off where you give up income to provide a guaranteed survivor benefit. For a $4,000/month pension, choosing 100% joint-and-survivor might reduce your benefit to $3,200/month for life. Over 20 years, that $800/month reduction totals $192,000 in foregone income — the 'cost' of the survivor benefit.

The COLA Gap: Inflation Eating Your Pension

Real purchasing power of $3,500/month pension at different COLA rates (3% assumed inflation)

COLA Rate$3,500/mo Value at Year 10Value at Year 20Value at Year 30 (3% inflation)
No COLA (0%)$2,600$1,932$1,437
1% COLA$2,886$2,397$1,991
2% COLA$3,189$2,941$2,714
3% COLA (full inflation)$3,500$3,500$3,500
Full CPI (federal)$3,500+$3,500+$3,500+

Model Your Pension’s Real Cost and Value

Calculate your net pension value after contributions, survivor benefit reductions, and inflation erosion — then compare to your retirement income needs.

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