NAICS 062 Retirement Plan Benchmarks

Industry benchmarks aggregated by NAICS classification. Sourced from 2 Form 5500 filings for plan year 2024.

Headline numbers (2024)

Plans: 2
Total assets: $4.7M
Total participants: 73
Median expense ratio: —
Median employer contribution per active participant: $12,549
Median account balance: $102,267
3-year asset growth (2022–2024): +16.3%

Expense ratio distribution

25th percentile: —
Median: —
75th percentile: —

Where the fees go (average mix)

Admin / Recordkeeping: —
Investment Management: —
Audit: —
Legal: —

Employer contribution generosity

Median per active participant: $12,549
Plans with $0 employer match: 0 (0.0%)

3-year trend

Year	Plans	Assets	Participants	Median fee	Median employer $
2022	3	$4.1M	75	—	$17,163
2023	3	$4.6M	76	—	$19,887
2024	2	$4.7M	73	—	$12,549

Methodology

All metrics are calculated from U.S. Department of Labor Form 5500 annual filings. The slice "NAICS 062" includes 2 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/062.