NAICS 900 Retirement Plan Benchmarks

Industry benchmarks aggregated by NAICS classification. Sourced from 3 Form 5500 filings for plan year 2024.

Headline numbers (2024)

Plans: 3
Total assets: $56,521
Total participants: 14
Median expense ratio: —
Median employer contribution per active participant: $1,372
Median account balance: $4,037
3-year asset growth (2022–2024): -96.5%

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: $1,372
Plans with $0 employer match: 1 (33.3%)

3-year trend

Year	Plans	Assets	Participants	Median fee	Median employer $
2022	1	$1.6M	8	—	$25,443
2023	1	$1.2M	7	—	$18,631
2024	3	$56,521	14	—	$1,372

Methodology

All metrics are calculated from U.S. Department of Labor Form 5500 annual filings. The slice "NAICS 900" includes 3 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/900.