401(k) Retirement Calculator

Calculate your 401(k) with employee contributions, employer match, and annual increase. See how your retirement balance grow with our free calculator.

Your Information

30
65
5.0%
15%
6.0%
7.0%

Estimated Balance at 65

$5,851,279

Total Employee Contributions

$1,354,805

Total Employer Match

$541,922

Years to Retirement

35 years

Retirement Savings Projection

Want to retire at 65? Let's make it happen!

Set your Retirement Goal in InvestMates to track your 401(k), IRA, stocks, and all investments in one dashboard and get clear, actionable steps based on your financial health to stay on pace, save smarter, and retire sooner.

Retirement planning with InvestMates

Plan Your Retirement with This 401(k) Calculator

A 401(k) is one of the most powerful retirement savings tools available to US workers. It lets you save for retirement while reducing your current taxable income, and many employers add free money through matching contributions.

This calculator helps you visualize exactly how your 401(k) will grow over time. You'll see how your contributions, employer match, and investment returns work together to build your retirement nest egg. Small changes today can create massive differences at retirement. Even increasing your contribution by just 1-2% can add tens of thousands of dollars to your final balance.

How to Use This Calculator

Follow these simple steps to project your 401(k) balance at retirement:

Step 1: Enter Your Age Information

Enter your current age and when you plan to retire. Most people retire between 65 and 67, but you can adjust based on your goals. The calculator automatically shows your years to retirement.

Step 2: Add Your Current Balance

If you already have money saved in your 401(k), enter that amount. If you're just getting started, enter 0.

Step 3: Input Your Salary Details

Enter your current annual salary before taxes (gross income). Then add your expected annual salary increase, typically 2-3% per year. As your salary grows, your contribution amounts increase too.

Step 4: Set Your Contribution Rate

Choose what percentage of your salary to contribute each paycheck. Financial experts recommend at least 10-15%. Then enter your employer match percentage from your benefits documents.

Common employer matches include 50% match up to 6% of salary, or 100% match up to 3%. Always contribute enough to get the full match.

Step 5: Set Expected Returns

Enter your expected annual investment return. The stock market historically averages around 10% per year, but most planners recommend using 6-8% for conservative projections.

What You'll See

The calculator displays your projected balance at retirement, total contributions, total employer match, and a visual graph showing your savings growth over time.

Understanding Your 401(k) Projections

Estimated Balance at Retirement

Your total projected 401(k) value when you retire, including your contributions, employer match, and investment growth. Remember, this is pre-tax money.

Total Employee Contributions

The cumulative amount you'll personally contribute from your paycheck. This money comes out before taxes, reducing your current tax bill.

Total Employer Match

Free money your employer adds to your account. Not capturing the full match means leaving money on the table.

Years to Retirement

Time is your biggest advantage in investing. More years means more powerful compound interest.

Retirement Savings Projection Graph

Shows how your balance grows from today until retirement. Notice the upward curve in later years, that's compound interest at work. Early years show steady growth from contributions, later years show exponential growth from compounding returns.

401(k) Calculator Terms Explained

Current Age and Retirement Age

These determine your investment timeline. Longer timelines mean more compound growth. Most people retire at 65-67.

Current 401(k) Balance

Any existing money in your 401(k). This balance continues growing with new contributions and returns. Enter $0 if starting fresh.

Annual Salary

Your gross salary before taxes. This calculates your contribution dollars. If you earn $100,000 and contribute 15%, you add $15,000 annually.

Annual Salary Increase

Expected yearly raise, typically 2-3%. This matters because you contribute a percentage of salary, so raises increase contribution amounts over time.

Employee Contribution Percentage

The percentage you contribute each pay period. Experts recommend 10-15% minimum. For 2026, the IRS allows up to $24,500 annually, plus $8,000 catch-up if 50 or older, or $11,250 catch-up if ages 60-63.

Employer Match Percentage

Free money your employer contributes. Common formulas: 50% match up to 6% of salary, or 100% match up to 3%. Check your benefits to find your exact formula.

Expected Annual Return

Your projected investment growth rate. Historical stock market average is ~10% annually, but use 6-8% for conservative planning. Actual returns fluctuate yearly. Younger workers can invest more aggressively, those near retirement choose conservative options.

Frequently Asked Questions

How is a 401(k) calculated?
Your 401(k) balance is calculated by adding your contributions, employer matching contributions, and investment returns over time. Each pay period, a percentage of your salary goes into the account, your employer adds their match (if applicable), and these funds are invested in your chosen investment options. The calculator uses compound interest to project how these contributions grow based on your expected rate of return, showing you the estimated balance at retirement.
How much will I get from my 401(k) monthly?
Your monthly retirement income from a 401(k) depends on your total balance and withdrawal strategy. A common rule is the 4% rule, which suggests withdrawing 4% of your total balance annually (divided by 12 for monthly income). For example, a $1 million 401(k) balance would provide roughly $40,000 per year, or about $3,333 per month. Keep in mind this is pre-tax income, and you'll need to account for income taxes on withdrawals. Many retirees also combine 401(k) income with Social Security benefits and other retirement accounts.
How to use a 401(k) retirement calculator to plan retirement income?
Start by entering your current age, desired retirement age, and existing 401(k) balance to see your investment timeline. Input your salary, contribution percentage, and employer match to calculate total contributions. Then set a realistic expected return rate (6-8% is conservative). The calculator shows your projected balance at retirement, which you can convert to monthly income using the 4% rule. Try different scenarios by adjusting your contribution rate or retirement age to see what changes give you the income level you need. This helps you understand if you're on track or need to increase contributions now.