NAICS 000 Retirement Plan Benchmarks

Industry benchmarks aggregated by NAICS classification. Sourced from 3 Form 5500 filings for plan year 2024.

Headline numbers (2024)

Plans: 3
Total assets: $54.6M
Total participants: 15
Median expense ratio: 0.74%
Median employer contribution per active participant: $105
Median account balance: $36,284
3-year asset growth (2022–2024): -44.1%

Expense ratio distribution

25th percentile: 0.74%
Median: 0.74%
75th percentile: 0.74%

Where the fees go (average mix)

Admin / Recordkeeping: 0.0%
Investment Management: 82.8%
Audit: 0.0%
Legal: 0.0%

Employer contribution generosity

Median per active participant: $105
Plans with $0 employer match: 2 (66.7%)

3-year trend

Year	Plans	Assets	Participants	Median fee	Median employer $
2022	5	$97.8M	14	0.40%	$4,859
2023	4	$115.5M	1	0.85%	$2,950
2024	3	$54.6M	15	0.74%	$105

Methodology

All metrics are calculated from U.S. Department of Labor Form 5500 annual filings. The slice "NAICS 000" includes 3 plans for plan year 2024. Medians use percentile_cont over reported values; zero/null values are excluded from rate-style metrics.

Citation: PlanProvider.Pro, Form 5500 Benchmarks 2024. Free for editorial use with attribution + link to https://planprovider.pro/benchmarks/industry/000.