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Pension Growth Calculator Project your 401(k) and IRA growth using 2026 US retirement limits
This calculator uses US retirement rules and 2026 IRS contribution limits. Currency is presentation only. Calculations stay in USD internally.
Country Display
Section 1: You today
yr
Your age right now.
yr
Age when you want to stop working.
$
Current 401(k), IRA, or combined balance.
$
Used for percentage-based contributions and employer match.
%
Expected annual pay increase.
Section 2: Contributions
Choose how your own contribution is entered.
%
Used when contribution type is percent of salary.
$
Used when contribution type is fixed annual amount.
How your employer adds money, if any.
%
For fixed employer contribution, this field is ignored.
%
Example: 50% match up to 6% of salary.
$
Used only for fixed employer contribution.
Determines which annual contribution caps apply.
Section 3: Growth and retirement assumptions
%
Used for yearly compounding.
%
Used to estimate real retirement value.
%
Used to estimate annual retirement income.
Apply age 50+ and age 60 to 63 catch-up rules.
%
Optional after-tax income estimate.
Used for AI wording only.
Projected retirement balance
nominal value at retirement age
Annual retirement income
based on withdrawal rate
Total contributions made
employee + employer
This year's allowed limit
based on age and account type
Projected balance growth over time
Balance
Total contributions
Growth above contributions
Year-by-year retirement projection
Year Age Salary Employee Employer Total End balance
Retirement projection summary
Current balance
Employee annual contribution now
Employer annual contribution now
This year contribution limit
Total projected employee contributions
Total projected employer contributions
Total projected growth
Retirement balance
Real retirement balance
Annual retirement income estimate
After-tax annual income estimate
Catch-up benefit amount
You may contribute this year before hitting the limit
Plan signal
✦ Cal, AI Retirement Analysis
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Your retirement projection is ready. Ask me whether you are on track, how catch-up years help, or how much more you may need to contribute.

What a pension growth calculator actually tells you

A pension growth calculator shows how much of your future retirement balance comes from your own contributions, how much comes from employer money, and how much is created by investment growth over time. That matters because retirement wealth is usually driven by all three together.

Time matters because earlier money compounds for longer. Limits matter because a contribution percentage can suggest a higher amount than the law actually allows. Salary growth matters because a contribution based on pay can rise each year as income rises.

How retirement contribution limits affect your projection

The biggest reason retirement projections drift from reality is that contribution rate is not the same thing as legal contribution room. A high salary and strong savings rate can push your planned 401(k) contribution above the annual deferral limit. That means the invested amount may be lower than your percentage suggests.

For 2026, the basic 401(k) employee deferral limit is $24,500. People aged 50 and over can add a standard catch-up amount of $8,000. Ages 60, 61, 62, and 63 can use a higher catch-up amount of $11,250. IRAs use a separate 2026 contribution limit of $7,500.

Employer contributions are calculated separately for 401(k) plans, but the combined annual additions cap still matters. In 2026 that cap is $72,000 at the base level, $80,000 with the standard catch-up structure, and up to $83,250 during the age 60 to 63 enhanced catch-up years.

The core formula

End balance for each year = (Starting balance + Employee contribution + Employer contribution) × (1 + Growth rate)
Real balance = Nominal balance ÷ (1 + Inflation rate) ^ Years
Retirement income = Projected balance × Withdrawal rate
This calculator projects one year at a time from your current age to retirement age, applying salary growth, annual contribution caps, catch-up rules, employer contributions, and investment growth.

2026 contribution limits reference table

Limit 2026 amount Who it applies to
401(k) employee deferral $24,500 Basic employee contribution limit
50+ catch-up $8,000 Ages 50 and over
60 to 63 catch-up $11,250 Ages 60, 61, 62, and 63
IRA contribution limit $7,500 IRA contribution cap used in this calculator
401(k) annual additions cap $72,000 base, $80,000 with standard catch-up, up to $83,250 ages 60 to 63 Employee + employer total cap

📊 Quick reference

Metric2026 rule
401(k) deferral$24,500
50+ catch-up$8,000
60 to 63 catch-up$11,250
IRA limit$7,500
401(k) additions cap$72,000 base

⚡ Tips

Higher salaries can hit contribution caps faster than expected.
Employer match is often the easiest boost to retirement growth.
Catch-up years can materially change the final outcome.
Inflation can make nominal balances look stronger than real spending power.
Salary growth matters more when contributions are tied to pay.

Frequently Asked Questions

What is a pension growth calculator?+
A pension growth calculator estimates how your retirement savings may grow over time by combining your starting balance, yearly contributions, employer contributions, investment growth, and time until retirement. It helps translate retirement planning into a future balance and an income estimate.
What is the difference between 401(k) and IRA limits?+
A 401(k) and an IRA have separate annual contribution limits and different plan structures. A 401(k) is usually employer-sponsored and can include employer contributions, while an IRA is typically individual and uses its own contribution cap.
When does catch-up contribution start?+
Standard catch-up contributions start at age 50 in this calculator, if the catch-up toggle is enabled. That means your allowed contribution room rises from that year onward.
Why do ages 60 to 63 have a different catch-up amount?+
Because the law provides a higher catch-up amount for ages 60, 61, 62, and 63. In 2026, this calculator uses the higher $11,250 amount for those ages instead of only the standard $8,000 catch-up.
What is a safe withdrawal rate?+
A safe withdrawal rate is a planning assumption used to estimate how much income a retirement portfolio may support each year. This calculator defaults to 4%, which means annual retirement income is estimated as projected balance multiplied by 4%.
Why does salary growth matter in retirement projections?+
Because if your contribution is tied to a percentage of salary, rising pay increases the dollar amount contributed each year. That can materially improve your projected balance over a long career.