NAICS 313 Retirement Plan Benchmarks

Industry benchmarks aggregated by NAICS classification. Sourced from 334 Form 5500 filings for plan year 2024.

Headline numbers (2024)

Plans: 334
Total assets: $2.3B
Total participants: 74,744
Median expense ratio: 0.25%
Median employer contribution per active participant: $1,503
Median account balance: $46,110
3-year asset growth (2022–2024): +0.4%

Expense ratio distribution

25th percentile: 0.17%
Median: 0.25%
75th percentile: 0.46%

Where the fees go (average mix)

Admin / Recordkeeping: 28.1%
Investment Management: 56.6%
Audit: 7.5%
Legal: 0.4%

Employer contribution generosity

Median per active participant: $1,503
Plans with $0 employer match: —

3-year trend

Year	Plans	Assets	Participants	Median fee	Median employer $
2022	346	$2.3B	95,609	0.42%	—
2023	351	$2.4B	90,278	0.26%	—
2024	334	$2.3B	74,744	0.25%	$1,503

Methodology

All metrics are calculated from U.S. Department of Labor Form 5500 annual filings. The slice "NAICS 313" is served from the accepted-generation projection 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/313.