Concepts 🪺 Retirement 401(k)
RETIREMENT

401(k)

The most common way Americans save for retirement isn’t a choice you research and pick — it’s a benefit sitting in your employee handbook, often with free money attached if you know to claim it.

What Is It

A 401(k) is an employer-sponsored retirement account that lets you contribute part of your paycheck before it’s taxed, reducing your taxable income today while the money grows tax-deferred until you withdraw it in retirement. Many employers also match a portion of what you contribute — effectively free money, but only if you contribute enough to claim the full match.

Why It Matters

For 2026, you can contribute up to $24,500 of your own paycheck, with an extra $8,000 allowed if you’re 50 or older ($11,250 instead, for those turning 60–63 this year). Employer matching is the single most overlooked part of most people’s compensation — not contributing enough to get the full match is effectively turning down a raise.

Quick Example

Say your employer matches 100% of your contributions up to 4% of your $60,000 salary. Contributing just 4% ($2,400/year) gets you a matching $2,400 from your employer — instantly doubling that portion of your contribution before it’s even invested. Contribute less than 4%, and you leave part of that match on the table permanently.

Put numbers to it — here’s how that match compounds over time across different contribution rates and match structures.

Your contribution rate
%
Employer match structure
Time horizon
$60,310 Your contributions
$120,619 With employer match
+$60,309 Match advantage

$36,000 of that is the match itself — the other $24,309 is growth it earned along the way.

Assumes a $60,000 salary and a flat 7% average annual return, compounded annually. Actual returns vary — use RetireSmart above to model your own numbers.

Try It Yourself

See how your own contributions — plus any employer match — grow into your actual retirement number.

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RetireSmart — Retirement Calculator

Model your own contribution rate, employer match, and timeline to see your actual retirement projection.

Related Concepts

For informational purposes only. Not financial advice. Tax and retirement account rules are complex and change over time — consult a tax or financial professional for advice specific to your situation.