Impact of Borrowing From Retirement

A 401(k) loan is cheap on paper, but the real cost is the growth you miss.

Your numbers

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True cost

Lost growth
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While borrowed, the money isn't invested, so you miss market growth on it. This estimates the foregone growth over the loan term, the real cost even though you repay yourself the interest. It excludes the risk of a taxable default if you leave your job.
About this calculator

Impact of Borrowing From Retirement

This calculator estimates the true cost of a 401(k) loan by projecting the market growth you would give up while the borrowed money sits outside your investments.

The hidden cost of a 401(k) loan

When you borrow from a 401(k), the withdrawn amount stops earning market returns until you repay it, even though you pay interest back to your own account. The real cost is the gap between the return you would have earned in the market and the loan's rate. This tool projects that foregone growth over the repayment period so you can see the opportunity cost.

Other factors to weigh

Beyond lost growth, a 401(k) loan can carry risks the calculator does not model, such as repayment becoming due if you leave your job and possible taxes and penalties if it defaults. Repayments are also made with after-tax dollars, which can add to the effective cost. Compare this estimate against other borrowing options before deciding. Not financial advice.

How to use it

  1. Enter the amount you plan to borrow.
  2. Enter the repayment term in years.
  3. Enter the loan's interest rate.
  4. Enter the return you would have earned and review the foregone growth.

Frequently asked questions

Isn't paying interest to myself a good deal?

Not entirely, because the borrowed money misses market gains that often exceed the interest you pay back.

What happens if I leave my job?

Many plans require rapid repayment, and an unpaid balance may be treated as a taxable distribution with penalties.

Does this include taxes and penalties?

No, it estimates only the foregone market growth, so the full cost of a default could be higher.

See the exact formula and a worked example on our methodology page.

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