Wisconsin Retirement Plan Benchmarks

Statewide benchmarks across every Form 5500 filer headquartered in the state. Sourced from 16,580 Form 5500 filings for plan year 2024.

Headline numbers (2024)

Plans: 16,580
Total assets: $294.2B
Total participants: 3,410,963
Median expense ratio: 0.24%
Median employer contribution per active participant: $2,268
Median account balance: $78,227
3-year asset growth (2022–2024): +18.0%

Expense ratio distribution

25th percentile: 0.08%
Median: 0.24%
75th percentile: 0.45%

Where the fees go (average mix)

Admin / Recordkeeping: 32.0%
Investment Management: 50.2%
Audit: 11.0%
Legal: 0.9%

Employer contribution generosity

Median per active participant: $2,268
Plans with $0 employer match: —

3-year trend

Year	Plans	Assets	Participants	Median fee	Median employer $
2022	16,858	$249.3B	3,622,752	0.31%	—
2023	17,061	$292.5B	3,746,896	0.22%	—
2024	16,580	$294.2B	3,410,963	0.24%	$2,268

Methodology

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