NAICS 999 Retirement Plan Benchmarks

Industry benchmarks aggregated by NAICS classification. Sourced from 24 Form 5500 filings for plan year 2024.

Headline numbers (2024)

Plans: 24
Total assets: $17.0M
Total participants: 232
Median expense ratio: 0.05%
Median employer contribution per active participant: $1,262
Median account balance: $17,945
3-year asset growth (2022–2024): +97.2%

Expense ratio distribution

25th percentile: 0.05%
Median: 0.05%
75th percentile: 0.05%

Where the fees go (average mix)

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

Employer contribution generosity

Median per active participant: $1,262
Plans with $0 employer match: 6 (25.0%)

3-year trend

Year	Plans	Assets	Participants	Median fee	Median employer $
2022	35	$8.6M	275	—	$1,196
2023	29	$10.0M	256	0.01%	$1,251
2024	24	$17.0M	232	0.05%	$1,262

Methodology

All metrics are calculated from U.S. Department of Labor Form 5500 annual filings. The slice "NAICS 999" includes 24 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/999.