Mississippi Retirement Plan Benchmarks

Statewide benchmarks across every Form 5500 filer headquartered in the state. Sourced from 3,314 Form 5500 filings for plan year 2024.

Headline numbers (2024)

Plans: 3,314
Total assets: $21.2B
Total participants: 57,284
Median expense ratio: 0.45%
Median employer contribution per active participant: $2,012
Median account balance: $64,879
3-year asset growth (2022–2024): +43.9%

Expense ratio distribution

25th percentile: 0.16%
Median: 0.45%
75th percentile: 1.36%

Where the fees go (average mix)

Admin / Recordkeeping: 25.7%
Investment Management: 18.5%
Audit: 1.1%
Legal: 0.3%

Employer contribution generosity

Median per active participant: $2,012
Plans with $0 employer match: 562 (17.0%)

3-year trend

Year	Plans	Assets	Participants	Median fee	Median employer $
2022	3,029	$14.7B	45,194	0.54%	$2,044
2023	3,288	$19.4B	53,730	0.43%	$2,057
2024	3,314	$21.2B	57,284	0.45%	$2,012

Methodology

All metrics are calculated from U.S. Department of Labor Form 5500 annual filings. The slice "Mississippi" includes 3,314 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/mississippi.