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Retirement & Social Security

401(k) Contribution & Growth Calculator

Model your 401(k) balance at retirement using 2025 IRS contribution limits, employer match, catch-up contributions, and your expected rate of return. Compare scenarios side-by-side and see the impact of starting earlier.

Your 401(k) inputs

Typical: 50% match on first 6% you contribute (=3% effective match).

Projected balance at retirement

Enter your details above.

Estimate only. 2025 IRS limit: $23,500 elective + $7,500 catch-up (50+) + $3,500 super catch-up (60-63 under SECURE 2.0). Total annual additions capped at $70,000.

How to think about your 401(k)

The 401(k) is the dominant private-sector retirement savings vehicle in the United States, holding more than $7 trillion in assets. Its power comes from three tax advantages that compound together: pre-tax (or Roth) contributions, tax-deferred growth, and an employer match that functions as a 50–100% immediate return on your contribution.

The 2025 contribution limits

Limit2025 amount
Elective deferral (under 50)$23,500
Catch-up contribution (50+)$7,500
Super catch-up (ages 60–63)$11,250 (SECURE 2.0)
Total annual additions (incl. employer)$70,000
Highly compensated employee threshold$160,000

The match is the priority

If your employer offers a match, contributing enough to capture the full match is the single highest-priority retirement contribution you can make. A typical 50% match on the first 6% of pay is equivalent to a 3% salary increase — and unlike a raise, the money compounds tax-deferred for decades. Failing to capture the match is the most expensive 401(k) mistake, leaving an estimated $1,300 per worker on the table each year according to Financial Engines.

The Roth 401(k) decision

Many plans now offer a Roth 401(k) option alongside the traditional pre-tax option. Roth 401(k) contributions do not reduce current taxable income, but qualified distributions in retirement are entirely tax-free. The decision hinges on whether you expect your marginal tax rate in retirement to be higher (favor Roth) or lower (favor traditional) than your current rate. A common strategy is to split contributions between both options for tax diversification.

For the broader comparison between 401(k) and IRA — including the backdoor Roth strategy — see our 401(k) vs IRA guide.

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