401(k) Calculator

Project the growth of your 401(k) balance, including your contributions and employer match.

2025 IRS contribution limit (example)

years
18 75
years
50 80
$
$
%
0 50
%
0 100
%
0 15
%
0.1 15
Result

Payment breakdown

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For educational purposes only. Consult a financial advisor.

What is a 401(k) Calculator?

A 401(k) calculator projects how your workplace retirement account balance could grow over time, based on your current age, retirement age, current balance, salary, your contribution percentage, and any employer match. It separates your projected balance into what comes from your own contributions, your employer's match, and investment growth — giving you a clearer picture of how each piece adds up.

How to Use This 401(k) Calculator

  1. Enter your current age, planned retirement age, and current 401(k) balance.
  2. Enter your annual salary and the percentage of it you contribute to your 401(k).
  3. Enter your employer's match percentage and the match limit (as a percentage of salary) — check your plan documents for these figures, since they vary by employer.
  4. Enter an expected annual return — the default value is an example only — then review your projected balance and the breakdown between your contributions, employer match, and growth.

How is 401(k) Growth Calculated?

This calculator compounds your balance monthly: each month, investment growth is calculated on your current balance, then your monthly contribution (yours plus your employer's match) is added before the next month's growth is calculated.

Employer match: The calculator applies your employer's match percentage to the portion of your contribution that falls within the employer's match limit. For example, if your employer matches 50% of contributions up to 6% of salary and you contribute 10%, only the first 6% of salary is matched at 50%.

Contribution limit: Your own contributions are capped at the IRS employee elective deferral limit for 2025 of $23,500 (example, for those under age 50 — those 50 and over may be eligible for additional "catch-up" contributions not modeled here).

Example: Starting at age 30 with a $20,000 balance, a $75,000 salary, contributing 10% with a 50% employer match up to 6% of salary, and a 7% annual return (example rate — actual returns are not guaranteed and vary with market conditions) until age 65, the projected balance grows substantially from a combination of contributions, employer match, and compound growth. (Note: all figures in this example are for illustration purposes only and do not represent actual rates or market conditions.)

401(k) Plans in the US

A 401(k) is a tax-advantaged workplace retirement account offered by many US employers, often with a matching contribution as part of the benefits package — sometimes described as "free money" since it's compensation you'd otherwise leave on the table. Traditional 401(k) contributions are made pre-tax, reducing your current taxable income, while Roth 401(k) contributions are made after-tax (this calculator doesn't distinguish between the two). The IRS sets annual contribution limits that typically adjust each year — the $23,500 figure used here is the 2025 example limit for those under 50.

Tips for Using This 401(k) Calculator

  • If your employer offers a match, try to contribute at least enough to capture the full match — leaving it on the table means giving up part of your compensation.
  • Use a conservative expected return for planning purposes, since markets fluctuate year to year and past performance doesn't guarantee future results.
  • Check your plan documents for your employer's exact match formula and limit, since these vary widely between employers.
  • Use this calculator alongside the Retirement Calculator to see how your 401(k) fits into your overall retirement savings picture.

Frequently Asked Questions

How does the employer match work in this calculator?

The employer match percentage is applied to the portion of your contribution percentage that falls within the employer's match limit (both as a percentage of salary). Contributions above the match limit are not matched.

What is the 401(k) contribution limit used in this calculator?

This calculator uses the 2025 IRS employee elective deferral limit of $23,500 (example, for those under age 50). Catch-up contributions for those 50 and older are not included.

Is the 7% expected return rate realistic?

The default 7% is an example only, commonly cited for diversified long-term stock market investing. Actual returns vary significantly year to year and can be negative, so use a conservative estimate for your own planning.

Does this calculator distinguish between traditional and Roth 401(k)?

No. This calculator projects your account balance growth regardless of tax treatment. Traditional contributions are pre-tax (taxed on withdrawal), while Roth contributions are after-tax (generally tax-free on qualified withdrawal) — this affects your take-home pay and tax situation but not the balance projection shown here.

What if I don't know my employer's exact match formula?

Check your plan summary or HR documents for the exact match percentage and limit. Common formulas include matching 50% or 100% of contributions up to a certain percentage of salary, such as 3% or 6%.

Does this calculator account for taxes, fees, or inflation?

No. This calculator shows nominal balance growth based on the inputs you provide. Investment fees, taxes on withdrawal, and inflation are not included and would all affect your real-world results.

Disclaimer: The information, rates, and figures provided on this page are for educational and illustrative purposes only. All rates, limits, and examples shown are sample values and do not reflect current or actual IRS limits, employer plan terms, or guaranteed investment returns. Financial rules and regulations change frequently. Always consult your plan administrator or a qualified financial advisor before making any financial decisions.