NAICS 263 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: $150,642
Total participants: 10
Median expense ratio: —
Median employer contribution per active participant: $1,081
Median account balance: $14,811
3-year asset growth (2022–2024): +1197.5%

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: $1,081
Plans with $0 employer match: 0 (0.0%)

3-year trend

Year	Plans	Assets	Participants	Median fee	Median employer $
2022	1	$11,610	4	—	$662
2023	2	$75,828	10	—	$936
2024	2	$150,642	10	—	$1,081

Methodology

All metrics are calculated from U.S. Department of Labor Form 5500 annual filings. The slice "NAICS 263" 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/263.