NAICS 662 Retirement Plan Benchmarks

Industry benchmarks aggregated by NAICS classification. Sourced from 2 Form 5500 filings for plan year 2024.

Headline numbers (2024)

Plans: 2
Total assets: $3.7M
Total participants: 6
Median expense ratio: —
Median employer contribution per active participant: $10,000
Median account balance: $532,958
3-year asset growth (2022–2024): +29.8%

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: $10,000
Plans with $0 employer match: 1 (50.0%)

3-year trend

Year	Plans	Assets	Participants	Median fee	Median employer $
2022	2	$2.8M	4	9.27%	$10,000
2023	3	$3.3M	6	—	$10,000
2024	2	$3.7M	6	—	$10,000

Methodology

All metrics are calculated from U.S. Department of Labor Form 5500 annual filings. The slice "NAICS 662" includes 2 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/662.