NAICS 333 Retirement Plan Benchmarks

Industry benchmarks aggregated by NAICS classification. Sourced from 8,967 Form 5500 filings for plan year 2024.

Headline numbers (2024)

Plans: 8,967
Total assets: $201.6B
Total participants: 2,246,853
Median expense ratio: 0.20%
Median employer contribution per active participant: $2,243
Median account balance: $68,682
3-year asset growth (2022–2024): +4.0%

Expense ratio distribution

25th percentile: 0.06%
Median: 0.20%
75th percentile: 0.37%

Where the fees go (average mix)

Admin / Recordkeeping: 33.1%
Investment Management: 53.9%
Audit: 5.6%
Legal: 0.9%

Employer contribution generosity

Median per active participant: $2,243
Plans with $0 employer match: —

3-year trend

Year	Plans	Assets	Participants	Median fee	Median employer $
2022	9,392	$193.9B	2,489,363	0.29%	—
2023	9,440	$220.6B	2,529,150	0.20%	—
2024	8,967	$201.6B	2,246,853	0.20%	$2,243

Methodology

All metrics are calculated from U.S. Department of Labor Form 5500 annual filings. The slice "NAICS 333" 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/333.