NAICS 421 Retirement Plan Benchmarks

Industry benchmarks aggregated by NAICS classification. Sourced from 3 Form 5500 filings for plan year 2024.

Headline numbers (2024)

Plans: 3
Total assets: $11.6M
Total participants: —
Median expense ratio: 1.64%
Median employer contribution per active participant: $19,990
Median account balance: $494,735
3-year asset growth (2022–2024): +14.6%

Expense ratio distribution

25th percentile: 1.64%
Median: 1.64%
75th percentile: 1.64%

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: $19,990
Plans with $0 employer match: 0 (0.0%)

3-year trend

Year	Plans	Assets	Participants	Median fee	Median employer $
2022	3	$10.1M	—	—	$17,000
2023	3	$11.4M	—	—	$19,990
2024	3	$11.6M	—	1.64%	$19,990

Methodology

All metrics are calculated from U.S. Department of Labor Form 5500 annual filings. The slice "NAICS 421" includes 3 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/421.