Idaho Retirement Plan Benchmarks

Statewide benchmarks across every Form 5500 filer headquartered in the state. Sourced from 4,080 Form 5500 filings for plan year 2024.

Headline numbers (2024)

Plans: 4,080
Total assets: $35.3B
Total participants: 61,788
Median expense ratio: 0.62%
Median employer contribution per active participant: $1,990
Median account balance: $49,225
3-year asset growth (2022–2024): +88.0%

Expense ratio distribution

25th percentile: 0.23%
Median: 0.62%
75th percentile: 2.50%

Where the fees go (average mix)

Admin / Recordkeeping: 26.2%
Investment Management: 13.6%
Audit: 0.9%
Legal: 0.0%

Employer contribution generosity

Median per active participant: $1,990
Plans with $0 employer match: 671 (16.4%)

3-year trend

Year	Plans	Assets	Participants	Median fee	Median employer $
2022	3,554	$18.8B	47,244	0.78%	$2,024
2023	3,919	$31.3B	57,511	0.70%	$2,036
2024	4,080	$35.3B	61,788	0.62%	$1,990

Methodology

All metrics are calculated from U.S. Department of Labor Form 5500 annual filings. The slice "Idaho" includes 4,080 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/idaho.