Skip to content

Capture every cent of the employer match — the cheapest 50% return you'll ever get.

If your employer matches 50% of contributions up to 6% of salary, you have a guaranteed 50% return on the matched portion. Plug your numbers below to see what you're capturing and what you're leaving on the table.

SO

Built and reviewed by Stephen Omukoko Okoth

Mathematical Economist · ex-Morgan Stanley FI · Equilar

Inputs

Your salary & contribution

Currency

Plan rules

Employer match formula

Long-run

Growth horizon

Verdict

Missing $ 800/yr in match.

Raise your contribution to 6% to capture the full match. Compounded over 30 years at 7%, that's ~$ 244.0K more.

Employer matching is one of the few times finance literally hands you free money. If a 50% match is on the table and you don't take it, you've effectively turned down a 50% one-year return.

This year

Where the money goes

You contribute

$ 3.2K

Employer contributes

$ 1.6K

Total going in

$ 4.8K

Match left behind

$ 800

By retirement

In 30 years at 7%

Your projected balance

$ 488.0K

If you captured full match

$ 732.0K

Common questions

Why is employer matching often called free money?

If the employer matches 50% of contributions up to 6% of salary, every dollar you contribute up to the cap returns 50¢ immediately — a 50% guaranteed return that no public market can match. Failing to capture it is one of the most expensive small mistakes in personal finance.

Should I always contribute at least up to the match cap?

Almost always, yes — unless you have very high-interest debt (credit card APRs > 20%) where paying it off beats even the match. Beyond that, match capture is essentially mandatory math, not a preference.

What's vesting and why does it matter?

Vesting is how long you must stay with the employer before their contributions become yours. Cliff vesting (e.g. 100% after 3 years) means leaving early forfeits all match. Graded vesting (20% per year over 5 years) phases it in. Read your plan document; this materially changes the comparison if you might leave.

Does this calculator work outside the US?

Yes. The same mechanics apply to UK workplace pensions (auto-enrolment minimums), Kenyan voluntary pension top-ups, Canadian RRSP group plans, Australian superannuation co-contributions, and similar schemes worldwide. The vocabulary changes; the math doesn't.