District of Columbia Retirement Plan Benchmarks

Statewide benchmarks across every Form 5500 filer headquartered in the state. Sourced from 5,450 Form 5500 filings for plan year 2024.

Headline numbers (2024)

Plans: 5,450
Total assets: $160.1B
Total participants: 102,141
Median expense ratio: 0.25%
Median employer contribution per active participant: $4,725
Median account balance: $74,142
3-year asset growth (2022–2024): +62.3%

Expense ratio distribution

25th percentile: 0.06%
Median: 0.25%
75th percentile: 0.61%

Where the fees go (average mix)

Admin / Recordkeeping: 30.7%
Investment Management: 22.7%
Audit: 24.3%
Legal: 0.4%

Employer contribution generosity

Median per active participant: $4,725
Plans with $0 employer match: 998 (18.3%)

3-year trend

Year	Plans	Assets	Participants	Median fee	Median employer $
2022	4,883	$98.6B	88,249	0.28%	$4,393
2023	5,313	$146.6B	101,126	0.25%	$4,560
2024	5,450	$160.1B	102,141	0.25%	$4,725

Methodology

All metrics are calculated from U.S. Department of Labor Form 5500 annual filings. The slice "District of Columbia" includes 5,450 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/state/district-of-columbia.