The 401k Guide: Match, Limits, and Growth

The single best retirement account most Americans have — here's how to use it.

ADVERTISEMENT

The free money rule

An employer match is a guaranteed 50-100% return on day one. If your company matches 50% up to 6% of salary, contribute at least 6% — skipping it is leaving free money on the table.

2026 limits

The employee contribution limit is $23,500 for 2026 (catch-up of $7,500 for those 50+). Employer match does not count toward your limit, but total contributions cap around $70,000.

Roth or traditional?

Traditional lowers your tax bill today and taxes withdrawals later. Roth taxes now but grows tax-free forever. Most young earners benefit from Roth; most high earners benefit from traditional. A mix hedges against future tax changes.

What your contributions grow to

Your Results

Monthly total (incl. match)$925.00
Employer match/mo$425.00
Projected balance$892,451.77

Assumes monthly compounding. The 2026 401(k) contribution limit is $23,500 ($31,000 if 50+).

Frequently Asked Questions

Should I max out my employer match first?

Almost always yes — it's an instant 50-100% return on your contribution. Contribute at least enough to capture the full match before other investing.

What return should I assume?

A diversified stock-heavy 401(k) historically returns 7-10% annually. Use 6-7% for a conservative projection.

Related Calculators

Related tools