Oregon Retirement Plan Benchmarks

Statewide benchmarks across every Form 5500 filer headquartered in the state. Sourced from 13,456 Form 5500 filings for plan year 2024.

Headline numbers (2024)

Plans: 13,456
Total assets: $105.0B
Total participants: 209,211
Median expense ratio: 0.44%
Median employer contribution per active participant: $2,277
Median account balance: $48,757
3-year asset growth (2022–2024): +48.9%

Expense ratio distribution

25th percentile: 0.16%
Median: 0.44%
75th percentile: 1.18%

Where the fees go (average mix)

Admin / Recordkeeping: 27.1%
Investment Management: 17.5%
Audit: 1.6%
Legal: 0.3%

Employer contribution generosity

Median per active participant: $2,277
Plans with $0 employer match: 2,837 (21.1%)

3-year trend

Year	Plans	Assets	Participants	Median fee	Median employer $
2022	11,330	$70.5B	172,920	0.49%	$2,376
2023	12,921	$94.4B	203,839	0.41%	$2,304
2024	13,456	$105.0B	209,211	0.44%	$2,277

Methodology

All metrics are calculated from U.S. Department of Labor Form 5500 annual filings. The slice "Oregon" includes 13,456 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/oregon.