NAICS 513 Retirement Plan Benchmarks

Industry benchmarks aggregated by NAICS classification. Sourced from 13 Form 5500 filings for plan year 2024.

Headline numbers (2024)

Plans: 13
Total assets: $77.4M
Total participants: 29
Median expense ratio: 0.34%
Median employer contribution per active participant: $6,032
Median account balance: $82,524
3-year asset growth (2022–2024): +70.4%

Expense ratio distribution

25th percentile: 0.29%
Median: 0.34%
75th percentile: 0.55%

Where the fees go (average mix)

Admin / Recordkeeping: 20.0%
Investment Management: 25.5%
Audit: 7.9%
Legal: 0.0%

Employer contribution generosity

Median per active participant: $6,032
Plans with $0 employer match: 3 (23.1%)

3-year trend

Year	Plans	Assets	Participants	Median fee	Median employer $
2022	9	$45.5M	7	1.15%	$5,799
2023	11	$60.4M	21	0.29%	$4,430
2024	13	$77.4M	29	0.34%	$6,032

Methodology

All metrics are calculated from U.S. Department of Labor Form 5500 annual filings. The slice "NAICS 513" includes 13 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/513.