NAICS 839 Retirement Plan Benchmarks

Industry benchmarks aggregated by NAICS classification. Sourced from 1 Form 5500 filings for plan year 2024.

Headline numbers (2024)

Plans: 1
Total assets: $439,966
Total participants: 12
Median expense ratio: —
Median employer contribution per active participant: $9,535
Median account balance: $36,664
3-year asset growth (2022–2024): +15.1%

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: $9,535
Plans with $0 employer match: 0 (0.0%)

3-year trend

Year	Plans	Assets	Participants	Median fee	Median employer $
2022	1	$382,380	14	—	$7,863
2023	1	$544,592	14	—	$7,676
2024	1	$439,966	12	—	$9,535

Methodology

All metrics are calculated from U.S. Department of Labor Form 5500 annual filings. The slice "NAICS 839" includes 1 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/839.