Wisconsin Retirement Plan Benchmarks

Statewide benchmarks across every Form 5500 filer headquartered in the state. Sourced from 15,573 Form 5500 filings for plan year 2024.

Headline numbers (2024)

Plans: 15,573
Total assets: $258.9B
Total participants: 277,074
Median expense ratio: 0.37%
Median employer contribution per active participant: $2,248
Median account balance: $75,227
3-year asset growth (2022–2024): +37.8%

Expense ratio distribution

25th percentile: 0.15%
Median: 0.37%
75th percentile: 0.73%

Where the fees go (average mix)

Admin / Recordkeeping: 22.4%
Investment Management: 23.2%
Audit: 2.8%
Legal: 0.3%

Employer contribution generosity

Median per active participant: $2,248
Plans with $0 employer match: 2,503 (16.1%)

3-year trend

Year	Plans	Assets	Participants	Median fee	Median employer $
2022	13,783	$187.9B	228,051	0.41%	$2,111
2023	15,418	$237.2B	271,233	0.36%	$2,211
2024	15,573	$258.9B	277,074	0.37%	$2,248

Methodology

All metrics are calculated from U.S. Department of Labor Form 5500 annual filings. The slice "Wisconsin" includes 15,573 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/wisconsin.