What is CHARTER SCHOOLS USA RETIREMENT PLAN's employer match?

In 2019, CHARTER SCHOOLS USA RETIREMENT PLAN reported $1,163,840 in employer contributions. That is about 18.7% of reported employee contributions.

How many participants are in CHARTER SCHOOLS USA RETIREMENT PLAN?

At the end of 2019, CHARTER SCHOOLS USA RETIREMENT PLAN reported 7,294 plan participants.

What are CHARTER SCHOOLS USA RETIREMENT PLAN's total assets?

At the end of 2019, CHARTER SCHOOLS USA RETIREMENT PLAN reported total plan assets of $36,197,834.

When was CHARTER SCHOOLS USA RETIREMENT PLAN established?

CHARTER SCHOOLS USA RETIREMENT PLAN was established in 1999.

What are the investment options in CHARTER SCHOOLS USA RETIREMENT PLAN?

MyPlanIQ tracks the investment lineup for CHARTER SCHOOLS USA RETIREMENT PLAN on its investment options page: https://www.myplaniq.com/invest/planinvestments/charter-schools-usa-retirement-plan/

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CHARTER SCHOOLS USA RETIREMENT PLAN

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Contribution & Savings

CHARTER SCHOOLS USA RETIREMENT PLAN Average Participant Retirement Account Value

In 2019, the average participant retirement account value for CHARTER SCHOOLS USA RETIREMENT PLAN is $4,962.00

CHARTER SCHOOLS USA RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2019, the estimated average employee contribution amount per participant for CHARTER SCHOOLS USA RETIREMENT PLAN is $1,706.00. If you contribute an amount exceeding this, you have saved more than your colleagues. Congratulations! Keep up the good work. Otherwise, you might want to consider contributing more to ensure a better retirement future.
109,237.00: this is the amount you will have accumulated 20 years later if you annually contribute the average contribution amount 1,706.00 in CHARTER SCHOOLS USA RETIREMENT PLAN, assuming a 10%* annual return.

2023 & 2024 401(k) contribution limits by IRS

	Pretax and roth employee contributions	Employee and employer contributions combined	Catch-up contributions (in addition to the employee and employer combined limit, age 50 and over)
401(k) contribution limit for 2023	$22,500	$66,000	$7,500
401(k) contribution limit for 2024	$23,000	$69,000	$7,500

$1,440,056: this is the amount you will have saved 20 years later if you contribute the maximum of $22,500 annually for 20 years, assuming a 10%* annual return.

$4,224,165: for those who can maximize employee and employer annual $66,000 contributions for 20 years, assuming a 10%* annual return, you will be 3 times richer!

Use the 401(k) Savings Calculator to determine how much your contributions will accumulate over time.

Keep researching CHARTER SCHOOLS USA RETIREMENT PLAN

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