Scenario Summary
Original First Second
Changing Cells:
Percent_Invested 6% 12% 15%
Years 25 18 20
Result Cells:
Lumpsum $573,800.78 $488,150.50 $701,080.46
401K Planning Sheet
Employee Name Jeremy Rich Years Lumpsum
Annual Salary $ 85,000.00 573800.7826
Percent Invested 6% 5 50711.63867
Max Company Match 4% 10 122601.7386
Rate of Return 7% 15 224514.9602
Years 25 20 368989.7174
25 573800.7826
Monthly Contribution 30 864146.122
Employee $ 425.00 35 1275747.009
Employer 283.3333333 40 1859242.824
Total 708.3333333 45 2686421.229
50 3859050.232
Lumpsum after
25 Years $573,800.78
In order to accumulate 1,000,000 after 25 years the employee must save 13% of his salary.
Scenario Summary
Original First Second
Created by Created by Created by
School of School of School of
Business on Business on Business on
9/29/2005 9/29/2005 9/29/2005
Changing Cells:
Percent_Invested 6% 12% 15%
Years 25 18 20
Result Cells:
Lumpsum $573,800.78 $488,150.50 $701,080.46
Emplyee
Investment
127500
25500
51000
76500
102000
127500
153000
178500
204000
229500
255000