How Much Should You Have in Your 401k? (Age Breakdown)

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Summary

This video breaks down average and median 401k balances by age group, offering insights into whether you're on track for retirement and providing actionable advice.

Highlights

Intro and Data Source
00:00:00

The video introduces the topic of 401k savings and highlights the importance of comparing your savings to others. Data is sourced from Vanguard's 2020 'How America Saves' report.

25 and Younger
00:00:18

The average and median 401k balances for this age group are $7,351 and $2,816, respectively, with an 8.9% contribution rate. The presenter suggests striving for at least 10% contribution and emphasizes the power of starting early.

25 to 34 Year Olds
00:01:17

The average and median balances for this group are $37,557 and $14,934, with an 11% contribution rate. Lifestyle creep is discussed as a challenge, and the importance of saving for flexibility, rather than specific goals, is emphasized.

35 to 44 Year Olds
00:03:09

The average and median balances are $91,800 and $35,537, with an 11.3% contribution rate. The video explains why there is such a large difference between the average and median, and reinforces the critical nature of time and consistency in investing.

45 to 54 Year Olds
00:05:17

The average and median balances are $168,169 and $63,693, with a 11.9% contribution rate. Catch-up contributions are explained, and the importance of knowing where your money is going, reducing expenses, and picking up side hustles are outlined.

55 to 64 Year Olds
00:08:23

The average and median balances are $244,700 and $87,500. The video discusses options for those with insufficient savings, such as moving to lower-cost areas, downsizing, or continuing to work.

Final Thoughts and Actionable Advice
00:09:29

The video concludes with a reminder to build good financial habits, get rid of credit card debt, ask for a raise or job hop, pick up a side hustle, learn new skills, and prioritize setting up and funding a Roth IRA.

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