Understanding 401(k) Balances Across Age Groups: Are You on Track?
February 1, 2026
Business News

Understanding 401(k) Balances Across Age Groups: Are You on Track?

A detailed look into average and median 401(k) savings by age and considerations for retirement planning

Summary

Saving for retirement through a 401(k) remains one of the most accessible and effective strategies for many workers. Recent data reveals significant variation between average and median account balances across age groups, highlighting differences in individual savings habits. While these figures provide a general benchmark, retirement savings goals must accommodate unique financial circumstances and anticipated needs.

Key Points

401(k) balances significantly increase with age, but median balances are generally lower than averages due to high-balance outliers.
Aiming to replace around 80% of pre-retirement income is a common guideline for retirement savings needs, though individual requirements vary.
Social Security benefits provide an important income stream in retirement, averaging about $2,071 monthly for retirees as of December 2025.

Among the numerous retirement planning options available to American workers, contributing to a 401(k) plan is widely recognized for its simplicity and efficacy in securing long-term financial stability. Yet, determining whether one's accumulated savings are adequate can be challenging due to diverse financial goals and lifestyles. It can, however, be illustrative to examine the typical 401(k) savings balance by age to gain insight into prevailing saving patterns.

Each year, Vanguard, a prominent investment management company, compiles and releases data on 401(k) savings to provide an outline of contribution behaviors and balances among its account holders. The 2025 report offers a comparative view of average and median balances within various age brackets, serving as a useful, though not prescriptive, reference for evaluating one’s own savings.

Average and Median 401(k) Balances by Age Group

Age GroupAverage 401(k) BalanceMedian 401(k) Balance
Under 25$6,899$1,948
25 to 34$42,640$16,255
35 to 44$103,552$39,958
45 to 54$188,643$67,796
55 to 64$271,320$95,642
65 and older$299,442$95,425

The data illustrate a marked increase in both average and median balances with advancing age, which reflects ongoing contributions and the compounding growth of investments over time. However, a notable difference exists between the average and median figures. The average is influenced upward by high earners or those with substantial balances, which can skew the perspective on what the typical saver has accumulated. Meanwhile, the median value often gives a more grounded sense of the common experience, revealing that the midpoint balance among savers tends to be significantly lower than the average.

Individuals whose balances fall below the median or average should not necessarily consider this a shortcoming. Retirement needs and goals diverge widely depending on personal circumstances, expected lifestyle, and other income sources. Therefore, these figures function more effectively as contextual benchmarks rather than rigid targets.


Determining Appropriate Retirement Savings

Financial advisors frequently recommend aiming to save enough to replace approximately 80% of pre-retirement income during retirement years. This guideline assumes that retirees typically reduce expenses related to employment, such as commuting and work attire, and that they might also downscale certain lifestyle aspects. For example, an individual earning $100,000 yearly before retirement might target $80,000 per year from savings and other income in retirement.

This general benchmark, however, is not universally applicable. Factors such as geographic cost of living, health care needs, planned leisure activities, and longevity expectations significantly influence the actual savings requirements. Individuals with prospects of longer life spans may need to accumulate additional savings to adequately support extended retirement periods.

Another critical component of retirement planning is taking Social Security benefits into account, as these benefits commonly represent a substantial portion of retirees' income. According to data from December 2025 published by the Social Security Administration, the average monthly benefit for retirees is approximately $2,071. Prospective retirees can review personalized estimates of their future Social Security benefits through online portals, aiding in the calculation of overall retirement income needs.

Given these variables, it is essential for individuals to engage in a personalized assessment of their retirement goals. While understanding where the average American stands in terms of 401(k) savings offers helpful perspective, crafting a retirement plan tailored to one's own financial situation, lifestyle preferences, and expected retirement timeline is paramount for long-term success.

Risks
  • Average 401(k) balances can give a misleading impression due to influence from very high account balances, making median metrics a better indicator for typical savings.
  • Retirement spending needs may differ widely based on location, lifestyle, and health, complicating one-size-fits-all savings targets.
  • Longevity risk exists if individuals live longer than expected and have insufficient savings to cover extended retirement years.
Disclosure
This report is intended for informational purposes and does not constitute financial advice. Readers should consider consulting a licensed financial advisor to tailor retirement planning to their individual circumstances.
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