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Notes · Construction

Retainage, explained: the 10% that's probably your profit

Every month you bill for the work you put in place, and every month the owner pays you a little less than you earned — on purpose, per the contract, with a name for it: retainage. It's the most normal thing in construction and one of the least understood by the people it squeezes. On a typical job, the money held back by the end roughly equals a contractor's entire profit margin — which means the job isn't actually profitable until retainage comes home, and retainage doesn't come home by itself.

What retainage is, and why owners hold it

Retainage (also called retention) is a percentage of each progress payment — commonly 5% or 10%, set by your contract — that the owner withholds until the work is complete. The logic is leverage: a contractor who's been paid 100% for 90% of the work has little financial reason to hurry back for the last punch-list items, the closeout documents, and the callbacks. The held money is the owner's insurance that the job actually gets finished, not just mostly built. Fair or not — and subcontractors, who often carry the same retainage passed down from the GC while having finished their trade months before project completion, have opinions — it's the standard mechanism on commercial work and much public work. The percentage, any reduction, and the release conditions are all creatures of your contract (and, on public jobs, of state statute), so the numbers below are the common pattern, not a rule.

The math, on one job

Take a $500,000 contract with 10% retainage. In a month where you complete $60,000 of work per your schedule of values:

This month's applicationAmount
Work completed this period$60,000
Retainage withheld (10%)−$6,000
Payment due this month$54,000

No single month hurts much. The accumulation is the story: bill the full contract at 10% and by the end the owner is holding $50,000 of money you've earned. Now put that next to your margin — if you priced the job at, say, 8% profit, that's $40,000, meaning everything you'll ever make on this job plus some of your overhead recovery is sitting in the owner's account, waiting on paperwork. That's the sentence every estimator and every project manager should keep taped to the monitor: on a typical retainage job, profit is a closeout event, not a monthly one. Cash-flow planning has to treat it that way too — the money that funds your payroll during the job is your cost reimbursement, not your margin.

The wrinkles worth knowing

The operational takeaway: retainage converts "finish strong" from a virtue into a financial strategy. The contractors who get their money fast are the ones who treat the punch list and the closeout log as a race that starts before substantial completion — because every idle week at the end is a week of your profit earning interest for someone else.

Track it like the asset it is

Because retainage accrues a little every month, it hides. The fix is the same one that works everywhere else in the office: it's a running column, not a memory. Every payment application should show work completed, retainage withheld this period, retainage held to date, and the balance to finish — so the "money of yours they're holding" number is always current and always visible, and so your application always foots (owners' reviewers reject pay apps for arithmetic before anything else). That's precisely what a schedule-of-values-driven payment application does: the SOV carries the line items, each month's application computes work-in-place, stored materials, retainage, and payment due, and the retainage-held-to-date total stops being a surprise at closeout — it's been on page one all along.

Bill it right, every month

The pay app that does the retainage math for you

The Construction Payment Application + Schedule of Values is an AIA-style progress-billing workbook: build your SOV once, then each month's application computes work completed, stored materials, retainage withheld and held-to-date, and payment due — with every total footing against the contract sum, and approved change orders flowing through. Pure formulas, no macros, Excel.

Instant download · the product page shows the actual workbook, full size

Last honesty note: retainage terms — the percentage, reductions, deadlines for release, and interest on late release — are set by your contract and, especially on public work, by state law, and both vary widely. This article is the working concept, not legal advice; the specifics live in your agreement, and a construction attorney is the right reader for the ones that matter. What doesn't vary: the held money is yours, it's probably your profit, and the paperwork that frees it deserves the same urgency as the work that earned it.