Missouri Retirement Plan Benchmarks

Statewide benchmarks across every Form 5500 filer headquartered in the state. Sourced from 16,508 Form 5500 filings for plan year 2024.

Headline numbers (2024)

Plans: 16,508
Total assets: $288.6B
Total participants: 4,537,389
Median expense ratio: 0.23%
Median employer contribution per active participant: $2,923
Median account balance: $40,119
3-year asset growth (2022–2024): +11.1%

Expense ratio distribution

25th percentile: 0.07%
Median: 0.23%
75th percentile: 0.47%

Where the fees go (average mix)

Admin / Recordkeeping: 34.7%
Investment Management: 50.0%
Audit: 7.3%
Legal: 1.4%

Employer contribution generosity

Median per active participant: $2,923
Plans with $0 employer match: —

3-year trend

Year	Plans	Assets	Participants	Median fee	Median employer $
2022	16,652	$259.8B	4,657,500	0.32%	—
2023	17,321	$297.3B	4,734,356	0.22%	—
2024	16,508	$288.6B	4,537,389	0.23%	$2,923

Methodology

All metrics are calculated from U.S. Department of Labor Form 5500 annual filings. The slice "Missouri" 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/state/missouri.