NAICS 514 Retirement Plan Benchmarks

Industry benchmarks aggregated by NAICS classification. Sourced from 4 Form 5500 filings for plan year 2024.

Headline numbers (2024)

Plans: 4
Total assets: $12.2M
Total participants: 47
Median expense ratio: —
Median employer contribution per active participant: $8,915
Median account balance: $213,114
3-year asset growth (2022–2024): +120.2%

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: $8,915
Plans with $0 employer match: 1 (25.0%)

3-year trend

Year	Plans	Assets	Participants	Median fee	Median employer $
2022	2	$5.5M	16	—	$9,714
2023	2	$7.0M	17	—	$9,550
2024	4	$12.2M	47	—	$8,915

Methodology

All metrics are calculated from U.S. Department of Labor Form 5500 annual filings. The slice "NAICS 514" includes 4 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/514.