NAICS 230 Retirement Plan Benchmarks

Industry benchmarks aggregated by NAICS classification. Sourced from 5 Form 5500 filings for plan year 2024.

Headline numbers (2024)

Plans: 5
Total assets: $2.8M
Total participants: 26
Median expense ratio: —
Median employer contribution per active participant: $865
Median account balance: $7,219
3-year asset growth (2023–2024): +1437.1%

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: $865
Plans with $0 employer match: 0 (0.0%)

3-year trend

Year	Plans	Assets	Participants	Median fee	Median employer $
2023	1	$180,379	13	—	$692
2024	5	$2.8M	26	—	$865

Methodology

All metrics are calculated from U.S. Department of Labor Form 5500 annual filings. The slice "NAICS 230" includes 5 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/230.