NAICS 811 Retirement Plan Benchmarks

Industry benchmarks aggregated by NAICS classification. Sourced from 13,154 Form 5500 filings for plan year 2024.

Headline numbers (2024)

Plans: 13,154
Total assets: $26.7B
Total participants: 768,590
Median expense ratio: 0.24%
Median employer contribution per active participant: $1,849
Median account balance: $32,199
3-year asset growth (2022–2024): +30.2%

Expense ratio distribution

25th percentile: 0.11%
Median: 0.24%
75th percentile: 0.49%

Where the fees go (average mix)

Admin / Recordkeeping: 38.9%
Investment Management: 55.1%
Audit: 3.0%
Legal: 0.5%

Employer contribution generosity

Median per active participant: $1,849
Plans with $0 employer match: —

3-year trend

Year	Plans	Assets	Participants	Median fee	Median employer $
2022	12,360	$20.5B	678,056	0.41%	—
2023	13,076	$24.4B	710,469	0.26%	—
2024	13,154	$26.7B	768,590	0.24%	$1,849

Methodology

All metrics are calculated from U.S. Department of Labor Form 5500 annual filings. The slice "NAICS 811" is served from the accepted-generation projection 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/811.