Vermont Retirement Plan Benchmarks

Statewide benchmarks across every Form 5500 filer headquartered in the state. Sourced from 2,226 Form 5500 filings for plan year 2024.

Headline numbers (2024)

Plans: 2,226
Total assets: $14.5B
Total participants: 201,323
Median expense ratio: 0.18%
Median employer contribution per active participant: $2,364
Median account balance: $72,670
3-year asset growth (2022–2024): +19.3%

Expense ratio distribution

25th percentile: 0.06%
Median: 0.18%
75th percentile: 0.36%

Where the fees go (average mix)

Admin / Recordkeeping: 47.0%
Investment Management: 44.3%
Audit: 6.7%
Legal: 0.0%

Employer contribution generosity

Median per active participant: $2,364
Plans with $0 employer match: —

3-year trend

Year	Plans	Assets	Participants	Median fee	Median employer $
2022	2,180	$12.2B	201,656	0.31%	—
2023	2,237	$13.7B	204,854	0.18%	—
2024	2,226	$14.5B	201,323	0.18%	$2,364

Methodology

All metrics are calculated from U.S. Department of Labor Form 5500 annual filings. The slice "Vermont" 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/vermont.