NAICS 333 Retirement Plan Benchmarks

Industry benchmarks aggregated by NAICS classification. Sourced from 7,982 Form 5500 filings for plan year 2024.

Headline numbers (2024)

Plans: 7,982
Total assets: $235.4B
Total participants: 154,282
Median expense ratio: 0.33%
Median employer contribution per active participant: $2,171
Median account balance: $72,870
3-year asset growth (2022–2024): +44.4%

Expense ratio distribution

25th percentile: 0.12%
Median: 0.33%
75th percentile: 0.84%

Where the fees go (average mix)

Admin / Recordkeeping: 20.8%
Investment Management: 23.2%
Audit: 1.9%
Legal: 0.4%

Employer contribution generosity

Median per active participant: $2,171
Plans with $0 employer match: 1,459 (18.3%)

3-year trend

Year	Plans	Assets	Participants	Median fee	Median employer $
2022	7,342	$163.0B	134,557	0.37%	$1,957
2023	8,053	$217.5B	153,200	0.32%	$2,062
2024	7,982	$235.4B	154,282	0.33%	$2,171

Methodology

All metrics are calculated from U.S. Department of Labor Form 5500 annual filings. The slice "NAICS 333" includes 7,982 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/333.