401(k) Calculator

Calculate your projected 401(k) balance at retirement and estimate your retirement income.

Calculator

Results

Projected 401(k) Balance at Retirement

$1,040,731.24

At age 65

Monthly Retirement Income

$3,469.1

Based on 4% annual withdrawal rate

Inflation-Adjusted Monthly Income

$1,734.65

In today's dollars

How It Works

The 401(k) Calculator uses several key calculations to project your retirement savings:

  1. Annual Contribution Calculation:
  2. Employee Contribution = Salary × Contribution Percentage Employer Contribution = Min(Salary × Match Limit, Employee Contribution) × Employer Match Percentage
  3. Account Growth Calculation:
  4. Annual Growth = Previous Balance × (1 + Expected Return) New Balance = Annual Growth + Employee Contribution + Employer Contribution
  5. Inflation Adjustment:
  6. Real Value = Nominal Value ÷ (1 + Inflation Rate)^Years
  7. Monthly Retirement Income:
  8. Monthly Income = Final Balance × (4% ÷ 12)

The calculator takes into account compound interest, employer matching, salary increases, and inflation to provide a comprehensive view of your retirement savings potential.

How to Use

  1. Enter your current age and expected retirement age.
  2. Input your current annual salary and expected annual salary increase.
  3. Specify your current 401(k) balance, if any.
  4. Enter your contribution percentage (as a percentage of your salary).
  5. Input your employer's matching percentage and the match limit.
  6. Adjust the expected investment return and inflation rate if needed.
  7. Review the projected balance and monthly retirement income. The chart shows both nominal and inflation-adjusted growth over time.
  8. Experiment with different contribution levels and retirement ages to see how they affect your retirement savings.

Frequently Asked Questions

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