NAICS 814 Retirement Plan Benchmarks

Industry benchmarks aggregated by NAICS classification. Sourced from 6 Form 5500 filings for plan year 2024.

Headline numbers (2024)

Plans: 6
Total assets: $182,400
Total participants: 8
Median expense ratio: —
Median employer contribution per active participant: $923
Median account balance: $20,470
3-year asset growth (2022–2024): +300.6%

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: $923
Plans with $0 employer match: 3 (50.0%)

3-year trend

Year	Plans	Assets	Participants	Median fee	Median employer $
2022	3	$45,531	5	—	$1,649
2023	7	$106,192	7	—	$1,830
2024	6	$182,400	8	—	$923

Methodology

All metrics are calculated from U.S. Department of Labor Form 5500 annual filings. The slice "NAICS 814" includes 6 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/814.