NAICS 999 Retirement Plan Benchmarks

Industry benchmarks aggregated by NAICS classification. Sourced from 27 Form 5500 filings for plan year 2024.

Headline numbers (2024)

Plans: 27
Total assets: $445.5M
Total participants: 513
Median expense ratio: 0.27%
Median employer contribution per active participant: $1,290
Median account balance: $14,919
3-year asset growth (2022–2024): -5.3%

Expense ratio distribution

25th percentile: 0.16%
Median: 0.27%
75th percentile: 0.38%

Where the fees go (average mix)

Admin / Recordkeeping: 0.0%
Investment Management: 26.1%
Audit: 1.4%
Legal: 0.0%

Employer contribution generosity

Median per active participant: $1,290
Plans with $0 employer match: —

3-year trend

Year	Plans	Assets	Participants	Median fee	Median employer $
2022	89	$470.5M	2,377	0.60%	—
2023	72	$502.1M	1,635	0.23%	—
2024	27	$445.5M	513	0.27%	$1,290

Methodology

All metrics are calculated from U.S. Department of Labor Form 5500 annual filings. The slice "NAICS 999" 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/999.