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NAPEO's Financial Ratio & Operating Statistics Survey Report

NAPEO's Financial Ratio & Operating Statistics Survey Report

Information is power ... NAPEO's Financial Ratio & Operating Statistics Survey has evolved as one of NAPEO's most valuable member services for PEOs. The results are broken out in multiple company size categories to make the data even more relevant as a benchmarking tool. The surveys were conducted in 2019 and cover 2018 fiscal year data. NAPEO member companies who participated in the survey, new PEO members, and associate members receive the report for free; non-participating members and non-members may purchase the results report here.

Summary of Report Contents

Executive Summary: Prepared by NAPEO's Accounting Practices Committee, this section includes a summary analysis of the results and graphical representations of the most cogent statistics.

Financial Ratio Survey: Results report includes 30 ratios covering volume, gross and net profitability, operating expense, liquidity, and coverage. Data represents medians from FY2018 financial data for multiple categories of respondents including all respondents, audited firms, and four different company size categories (less than 1,500 worksite employees, 1500-5000 WSEs, 3001-6000 WSEs, and more than 5000 WSEs). Historical data for past 10 years provided for trend analysis.

Operating Statistics Survey: Results report includes responses to over 60 multiple choice questions regarding PEO operations. Survey includes FY2018 data on health care benefits, workers' comp, pension plans, Section 125 plans, company size, sales and client service, human resources, payroll and technology. Results are provided for all respondents, and 4 different company size categories. Historical data provided for the past 7 years for trend analysis.

Members: $1,000
Non-Members: $5,000


Note: Purchases of NAPEO's 2019 Financial Ratio & Operating Statistics Survey Report are non-refundable.

If you would like additional information about the survey report or about participating in the survey, please contact Melissa Viscovich at (703) 739-8161.