Finance benchmarks
Finance KPI benchmarks.
Financial services benchmarks across wealth management, fintechs, lenders, insurance, and fund administration. AUM growth, retention, and cost-to-income ratio drive value.
Sourced from
- · SaaS Capital
- · OpenView Partners
- · KeyBanc
- · McKinsey
- · IBISWorld
- · SAZ engagement aggregates
8 benchmarks
Compare your numbers.
Each row shows the typical range across the industry, the median, and the top-quartile threshold.
Profitability
| Metric | Typical range | Median | Top quartile |
|---|---|---|---|
Gross margin | 45–75% | 60% | 80%+ |
Cost-to-income ratio | 45–72% | 58% | < 45% |
Sales
| Metric | Typical range | Median | Top quartile |
|---|---|---|---|
AUM growth (annual) | 5–22% | 11% | 25%+ |
Retention
| Metric | Typical range | Median | Top quartile |
|---|---|---|---|
Client retention (annual) | 85–97% | 92% | 98%+ |
Net Promoter Score | 18–55 | 36 | 60+ |
Productivity
| Metric | Typical range | Median | Top quartile |
|---|---|---|---|
Advisor productivity (revenue/FTE) | $280K–$1.2M | $520K | $1M+ |
KYC / onboarding cycle | 8–28 days | 14 days | < 5 days |
Marketing
| Metric | Typical range | Median | Top quartile |
|---|---|---|---|
CAC (per client) | $220–$4,200 | $1,400 | < $700 |
Run the math
Calculators that use these benchmarks.
Plug your numbers in and see where you land against the medians above.
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Finance benchmarks
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