Qualified Plan Value at Retirement

See what your workplace plan could grow to with contributions and the employer match.

Your numbers

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At retirement

Projected balance
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Grows your current balance and adds annual contributions plus the employer match, compounded to retirement. The match is free money that meaningfully lifts the total. Real returns vary year to year.
About this calculator

Qualified Plan Value at Retirement

This calculator projects the value of a 401(k) or other qualified plan at retirement from your current balance, ongoing contributions, employer match, years remaining, and an assumed return.

What the projection includes

The tool grows your current balance while adding your yearly contributions and any employer match, compounding the total at the return you enter. Contributions are figured as a percentage of salary, and the match is added on top up to the plan's limit. Over many years, compounding and the employer match often account for a large share of the final balance.

Assumptions and limits

The projection assumes a steady return and constant salary, which real markets and careers rarely deliver. It does not model annual IRS contribution limits, salary growth, fees, or taxes owed on future withdrawals, so the result is an illustration rather than a guarantee. Use it to compare scenarios, such as raising your contribution rate, rather than as a precise forecast. Not financial advice.

How to use it

  1. Enter your current balance and salary.
  2. Enter your contribution percentage.
  3. Enter the employer match percentage and years to retirement.
  4. Enter the assumed return and review the projected value.

Frequently asked questions

Does this include my employer match?

Yes, the match is added to your contributions each year up to the percentage you enter.

Why does a small rate change matter so much?

Over decades, compounding magnifies even a one-point difference in return into a large gap in the final balance.

Are contribution limits applied?

No, the tool does not enforce annual IRS limits, so check that your inputs stay within them.

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

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