Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NOVA 401(K) ASSOCIATES4 years Service code 49 10777 NORTHWEST FWY · HOUSTON, TX 77092 | Other Services | $6,407 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,058 | $140,800-61.6% | $89,340-39.5% | $79,634-32.1% |
| Participation rate | 52.3% | 61.9%-9.6pp | 69.6%-17.3pp | 62.5%-10.2pp |
| Annual return | 13.52% | 17.84%-4.3pp | 20.57%-7.1pp | 36.46%-22.9pp |
| Employer contribution / active EE | $1,388 | $2,021-31.3% | $2,231-37.8% | $2,529-45.1% |
| Participant deferral / active EE | $2,476 | $3,219-23.1% | $3,823-35.2% | $3,835-35.4% |
| Admin fee / account holder | $323 | $1,610-79.9% | $6,704-95.2% | $1,002-67.7% |