Morocco Company Savings Plan (PEE) Simulator — net return projection

The Moroccan Plan d'Épargne Entreprise (PEE) is an employer-sponsored savings plan combining employee contributions, employer matching (abondement), and a tax exemption after 5 years. It is one of the most advantageous employee benefits in Morocco — the employer match is effectively free capital that boosts your real return significantly.

PEE vs PEA: which is better?

Both become tax-exempt after 5 years, but the PEE has a critical advantage: the employer matching contribution. If your employer offers a PEE with matching, it is almost always the best first savings vehicle — use the full matching before contributing anywhere else. The PEA is better for employees whose company doesn't offer a PEE, or for contributions beyond the PEE ceiling. Compare both in our comparator.

Who should consider the PEE?

The Plan d'Épargne Entreprise (PEE) is exclusively for employees whose employer has signed a collective plan agreement. Its main advantage is the employer top-up (abondement): your company matches your personal contributions (often 50%–100% up to a cap), providing an immediate financial return with no equivalent elsewhere. An employee benefiting from a 100% top-up effectively doubles their savings from the very first contribution.

How to join a PEE in Morocco?

Joining a PEE is only possible through your employer — you cannot open one individually. Ask your HR department or payroll manager whether your company has a PEE agreement in place. If not, a plan can be set up via an AMMC-licensed asset manager in consultation with management. If you leave the company before 5 years, the vested funds remain locked until maturity or may be unlocked early under specific legal conditions (marriage, birth, disability, etc.).

What is the Moroccan Company Savings Plan (PEE)?
The Moroccan PEE is an employer-sponsored plan where employee and employer both contribute. Funds are invested in a mixed portfolio. Capital gains and income are tax-exempt after 5 years under the Finance Act 2026.
What is the tax on a Moroccan PEE?
Income and capital gains from a PEE are subject to 20% withholding tax if redeemed before 5 years. After 5 full years, all gains are completely tax-exempt — making the PEE one of Morocco's best long-term employee savings tools.
How does employer matching (abondement) work?
The employer adds a matching contribution on top of the employee's own contributions. The matching rate and cap vary by company agreement — typically 50% to 100% of employee contributions up to a ceiling. This employer top-up significantly boosts the effective yield of the plan.
Can I exit a Moroccan PEE early?
Yes, under specific conditions (marriage, birth, disability, termination). In those cases the 20% tax applies. Outside special circumstances, early redemption triggers the tax plus potential loss of employer matching.

Other Morocco savings simulators

Equity Savings Plan (PEA) Housing Savings Plan (PEL) Equity Fund (OPCVM) Term Deposit Full comparator

Sources: AMMC — PEE regulation; Ministry of Finance Morocco — Finance Act 2026. Results are indicative — consult your HR department or financial advisor for your specific plan terms.