◆ CALCULATOR

Retirement & 401(k) Calculator

Project what your retirement accounts could be worth — and watch compounding and the employer match do the heavy lifting.

◆ CALCULATOR

Retirement / 401(k)

Project your nest egg — and see how much of it is growth, not just what you put in.

yrs
yrs
$
$
$
%
Balance at Age 65
$1,458,339
Total Contributed
$298,000
Investment Growth
$1,160,339
Years Invested
35

Employer match is free money — always contribute at least enough to capture the full match.

How to use this calculator

  1. Enter your current and target retirement ageThe gap is your years of compounding.
  2. Add your balance, contribution, and employer matchAlways contribute enough to capture the full match — it's free money.
  3. Set an expected returnAbout 6–7% is a common long-run assumption for a diversified portfolio.

Retirement saving rewards two things: starting early and capturing every dollar of free money. This calculator projects your balance at retirement so you can see the payoff of consistent contributions — and how much of the final number is growth rather than your own deposits.

How a 401(k) builds wealth

Three forces stack up: your contributions, your employer's match, and decades of compounding returns. Contributions are the input you control; the match is free money the employer adds; compounding is what turns a steady habit into a large balance. Over a 35-year career, the growth often dwarfs the total you personally contributed.

The match is the first priority

If your employer matches contributions — say 50% up to 6% of pay — that is an instant, guaranteed return you cannot beat anywhere else. Always contribute at least enough to capture the full match before anything else; leaving it on the table is leaving part of your salary unclaimed.

Mind the contribution limits

The IRS caps annual contributions and adjusts the limits over time, with extra "catch-up" room once you turn 50. Because the rules change, check the current figures with the IRS before maxing out, especially if you contribute to more than one account.

A worked example

Start at 30 with $25,000 saved, add $500 a month plus a $150 employer match, and earn 7% a year. By 65 the balance grows to roughly $1.5 million — of which only about $298,000 is money you and your employer contributed. The other ~$1.2 million is growth. Adjust the inputs above to see how starting age and the match change the outcome.

◆ Sources

  1. IRS — 401(k) Plans
  2. IRS — Retirement Topics: 401(k) Contribution Limits
  3. U.S. SEC, Investor.gov — Traditional and Roth 401(k) Plans

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