SEI CAPITAL ACCUMULATION PLAN Contribution & Employer Match
How SEI INVESTMENTS COMPANY Supports Your Retirement Savings
SEI INVESTMENTS COMPANY provides retirement savings benefits through SEI CAPITAL ACCUMULATION PLAN. Understanding your employer’s contribution structure is essential — it directly affects how quickly your retirement nest egg grows. Below you will find the plan’s average account values and contribution patterns based on publicly filed data.
SEI CAPITAL ACCUMULATION PLAN Average Participant Retirement Account Value
SEI CAPITAL ACCUMULATION PLAN Estimated Average Employee Contribution Amount
509,933.00: this is the amount you will have accumulated 20 years later if you annually contribute the average contribution amount 7,967.00 in SEI CAPITAL ACCUMULATION PLAN, assuming a 10%* annual return.
* Data are from public filings.
Employer Match in SEI CAPITAL ACCUMULATION PLAN
An employer match is one of the most valuable benefits in any 401(k) plan — it is essentially free money added to your retirement savings. Your employer contributes additional funds based on a percentage of your own contributions. Missing out on the full match is one of the most common and costly retirement mistakes employees make.
SEI CAPITAL ACCUMULATION PLAN Total Employer Contribution and Match Rate
SEI CAPITAL ACCUMULATION PLAN Estimated Average Employer Match
Investing in this additonal $3,367.00 for 20 years would give you extra $215,516.00, assuming a 10% annual return.
* Data are from public filings.
Are You Leaving Dollars on the Table?
If you are not contributing enough to capture the maximum employer match, you are literally turning down part of your compensation. For many plans, this can mean thousands of dollars per year in lost employer contributions — money that would compound over decades.
Use the policy details and calculator below to find out exactly how much you need to contribute to capture every dollar of employer matching.
SEI CAPITAL ACCUMULATION PLAN Contribution & Match Policy
SEI CAPITAL ACCUMULATION PLAN Contribution, Match and Other Plan Policies
- An employee will become eligible to join the Plan after the completion of his or her first hour of employment.
- Eligible employees with a hire date on or after April 2, 2007 are automatically enrolled in the Plan at a 3% pre-tax deferral rate after 90 days of employment.
- Participants can make pre-tax deferrals to the Plan and, starting as of January 1, 2022, Roth post-tax deferrals.
- The Company made safe harbor matching contributions in 2024 and 2023 equal to 100% of the participant’s contributions up to 3% of the participant’s annual eligible compensation plus 50% of the participant’s contributions between 3% and 5% of the participant’s annual eligible compensation.
- The Company may also make a profit-sharing contribution that will be allocated among eligible participants in the same proportion that each participant’s compensation bears to the aggregate compensation of all participants.
- Participants are immediately vested in their contributions to the Plan and all employer contributions credited to their accounts, plus any earnings (losses) thereon.
2025 IRS 401(k) Contribution Limits
The IRS sets annual limits on how much you and your employer can contribute to a 401(k) plan. Knowing these limits helps you maximize tax-advantaged savings. Here are the current limits:
| 2024 | 2025 | |
|---|---|---|
| Employee elective deferrals (pretax + Roth) | $23,000 | $23,500 |
| Employee + employer contributions combined | $69,000 | $70,000 |
| Catch-up contributions (age 50+) | $7,500 | $7,500 |
| Enhanced catch-up (ages 60–63, SECURE 2.0) | N/A | $11,250 |
The power of maxing out: If you contribute the full $23,500 annually for 20 years at a 10% average annual return, you would accumulate approximately $1,505,256. If you can maximize the combined employee+employer limit of $70,000 per year, that grows to roughly $4,480,385 over the same period — more than triple.
Use the 401(k) Savings Calculator to model your specific contribution scenario and see how your savings can grow over time.
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