NAICS 235 Retirement Plan Benchmarks

Industry benchmarks aggregated by NAICS classification. Sourced from 1 Form 5500 filings for plan year 2024.

Headline numbers (2024)

Plans: 1
Total assets: $3.8M
Total participants: —
Median expense ratio: 4.96%
Median employer contribution per active participant: —
Median account balance: $1,278,867
3-year asset growth (2022–2024): -9.4%

Expense ratio distribution

25th percentile: 4.96%
Median: 4.96%
75th percentile: 4.96%

Where the fees go (average mix)

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

Employer contribution generosity

Median per active participant: —
Plans with $0 employer match: 1 (100.0%)

3-year trend

Year	Plans	Assets	Participants	Median fee	Median employer $
2022	2	$4.2M	3	5.78%	—
2023	2	$4.7M	3	4.89%	—
2024	1	$3.8M	—	4.96%	—

Methodology

All metrics are calculated from U.S. Department of Labor Form 5500 annual filings. The slice "NAICS 235" includes 1 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/235.