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  • If you invest the max 401K contribution in S&P 500 index when 401K plan came out, the table shows how much you have currently. The calculation is based on the contribution at the end of the calendar year.


    Year
    S&P500 Return
    Max Contribution
    Balance + 0% Fee
    Balance + 0.5% Fee
    Balance + 1% Fee
    1987
    5.25%
    7,000.00
    7,000.00
    7,000.00
    7,000.00
    1988
    16.61%
    7,313.00
    15,475.70
    15,440.70
    15,405.70
    1989
    31.69%
    7,627.00
    28,006.95
    27,883.65
    27,760.71
    1990
    -3.1%
    7,979.00
    35,117.73
    34,858.84
    34,601.52
    1991
    30.47%
    8,475.00
    54,293.11
    53,781.04
    53,273.59
    1992
    7.62%
    8,728.00
    67,158.24
    66,338.25
    65,528.30
    1993
    10.08%
    8,994.00
    82,921.79
    81,687.45
    80,472.27
    1994
    1.32%
    9,240.00
    93,256.36
    91,597.29
    89,969.78
    1995
    37.58%
    9,240.00
    137,542.10
    134,801.56
    132,120.73
    1996
    22.96%
    9,500.00
    178,621.77
    174,578.00
    170,634.44
    1997
    33.36%
    9,500.00
    247,709.99
    241,444.32
    235,351.74
    1998
    28.58%
    10,000.00
    328,505.50
    319,241.89
    310,261.75
    1999
    21.04%
    10,000.00
    407,623.06
    394,814.17
    382,438.21
    2000
    -9.1%
    10,500.00
    381,029.36
    367,412.01
    354,311.95
    2001
    -11.89%
    10,500.00
    346,224.97
    332,389.67
    319,141.14
    2002
    -22.1%
    11,000.00
    280,709.25
    268,269.60
    256,419.54
    2003
    28.68%
    12,000.00
    373,216.67
    355,867.97
    339,396.46
    2004
    10.88%
    13,000.00
    426,822.64
    405,807.07
    385,928.83
    2005
    4.91%
    14,000.00
    461,779.63
    437,703.16
    415,018.65
    2006
    15.79%
    15,000.00
    549,694.64
    519,627.98
    491,399.91
    2007
    5.49%
    15,500.00
    595,372.87
    561,057.41
    528,963.77
    2008
    -37%
    16,000.00
    391,084.91
    366,660.88
    343,957.53
    2009
    26.46%
    16,500.00
    511,065.98
    478,346.05
    448,029.12
    2010
    15.06%
    17,500.00
    605,532.51
    565,493.23
    528,522.02
    2011
    2.11%
    18,000.00
    636,309.25
    592,597.67
    552,388.61
    2012
    16%
    18,000.00
    756,118.73
    702,450.31
    653,246.90
    2013
    32.39%
    18,000.00
    1,019,025.58
    944,461.72
    876,301.11
    2014
    13.69%
    18,000.00
    1,176,530.19
    1,087,036.22
    1,005,503.72
    2015
    1.38%
    18,000.00
    1,210,766.30
    1,114,602.14
    1,027,324.63
    2016
    12.87%
    18,000.00
    1,384,591.93
    1,270,478.42
    1,167,268.07
    2017
    12.87%
    18,000.00
    1,580,788.91
    1,445,636.60
    1,323,822.78
    2018
    12.87%
    18,500.00
    1,802,736.44
    1,642,961.85
    1,499,460.55

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