What are the investment options in THE EQUITY PROJECT CHARTER SCHOOL 403(B)DEFERRED COMPENSATION PLAN?

MyPlanIQ tracks the investment lineup for THE EQUITY PROJECT CHARTER SCHOOL 403(B)DEFERRED COMPENSATION PLAN on its investment options page: https://www.myplaniq.com/invest/planinvestments/the-equity-project-charter-school-403bdeferred-compensation-plan/

plancontribution

Q: What is THE EQUITY PROJECT CHARTER SCHOOL 403(B)DEFERRED COMPENSATION PLAN's employer match?

In 2023, THE EQUITY PROJECT CHARTER SCHOOL 403(B)DEFERRED COMPENSATION PLAN reported $256,075 in employer contributions. That is about 33.5% of reported employee contributions.

Q: How many participants are in THE EQUITY PROJECT CHARTER SCHOOL 403(B)DEFERRED COMPENSATION PLAN?

At the end of 2023, THE EQUITY PROJECT CHARTER SCHOOL 403(B)DEFERRED COMPENSATION PLAN reported 167 plan participants.

Q: What are THE EQUITY PROJECT CHARTER SCHOOL 403(B)DEFERRED COMPENSATION PLAN's total assets?

At the end of 2023, THE EQUITY PROJECT CHARTER SCHOOL 403(B)DEFERRED COMPENSATION PLAN reported total plan assets of $7,051,620.

THE EQUITY PROJECT CHARTER SCHOOL 403(B)DEFERRED COMPENSATION PLAN

Overview
Contribution & Match
Investments
Login
Rollover

Contribution & Savings

THE EQUITY PROJECT CHARTER SCHOOL 403(B)DEFERRED COMPENSATION PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for THE EQUITY PROJECT CHARTER SCHOOL 403(B)DEFERRED COMPENSATION PLAN is $42,225.00

THE EQUITY PROJECT CHARTER SCHOOL 403(B)DEFERRED COMPENSATION PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for THE EQUITY PROJECT CHARTER SCHOOL 403(B)DEFERRED COMPENSATION PLAN is $9,148.00. 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.
585,514.00: this is the amount you will have accumulated 20 years later if you annually contribute the average contribution amount 9,148.00 in THE EQUITY PROJECT CHARTER SCHOOL 403(B)DEFERRED COMPENSATION 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 THE EQUITY PROJECT CHARTER SCHOOL 403(B)DEFERRED COMPENSATION PLAN

Use the links below to move from this plan page into calculators, related retirement articles, and comparable plans in a similar industry or size band. That gives you a faster way to compare match design, fees, investments, and savings strategy in context.