NAICS 456 Retirement Plan Benchmarks

Industry benchmarks aggregated by NAICS classification. Sourced from 9 Form 5500 filings for plan year 2024.

Headline numbers (2024)

Plans: 9
Total assets: $2.6M
Total participants: 26
Median expense ratio: —
Median employer contribution per active participant: $1,624
Median account balance: $12,542
3-year asset growth (2022–2024): -29.7%

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: $1,624
Plans with $0 employer match: 4 (44.4%)

3-year trend

Year	Plans	Assets	Participants	Median fee	Median employer $
2022	6	$3.7M	15	1.74%	$1,393
2023	7	$2.2M	18	17063.74%	$1,601
2024	9	$2.6M	26	—	$1,624

Methodology

All metrics are calculated from U.S. Department of Labor Form 5500 annual filings. The slice "NAICS 456" includes 9 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/456.