The Smart Calc

401(k) Calculator

Project 401(k) balance including employee contributions, employer match, and return.

Parameters

$
$
%
%
%
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%

Results

Total Projected 401(k) Balance

$1,874,158.54

Total Employee Contributions

$280,133.86

Total Employer Match Added

$140,066.93

Total Investment Growth

$1,428,957.75

IRS Annual Contribution Limits Notice$5,100.00/yr initial

This calculator calculates contributions directly from your chosen percentage. Ensure your annual elective deferral complies with IRS statutory limits for your tax year ($23,000 in 2024, $23,500 in 2025, plus catch-up for age 50+).

Maximizing Your 401(k) Savings

How It Works

Simulates annual compounding by computing employee contributions, employer match dollars up to company cap, and investment growth without hardcoded limit constraints.

How to Use

1. Enter age, current balance, salary, and contribution percentage. 2. Set company match parameters and return expectations. 3. View total projected balance.

Understanding the Results

Shows full breakdown of your own contributions, free employer match money, and compound earnings.

401(k) FAQ

FAQ

Why should I contribute enough to get the full match?

Employer match is an instant 100% return on your contribution—free money added directly to your retirement.

What are contribution limits and how are they handled?

The IRS sets annual elective deferral limits for 401(k) plans (indexed periodically for inflation). This calculator allows flexible percentage and salary inputs so you can tailor projections to current IRS guidelines.