2025 Best Practices Study Summary

Ten Largest Accounts (% of Net Revenues)

56.5%

37.9%

35.7%

31.0%

26.5%

24.9%

15.7%

15.2%

14.6%

13.6%

13.5%

11.9%

10.7%

7.4%

5.1%

4.5%

2.5%

2.0%

1.4%

1.3%

0.4%

< $1.25M

$1.25-2.5M

$2.5-5M

$5-10M

$10-25M

$25-100M

>$100M

Low Average

High

ACCOUNT STRATIFICATION

AGENCIES WITH REVENUES OF:

<$1.25M $1.25-2.5M $2.5-5M $5-10M $10-25M $25-100M >$100M

Account Size:

Commercial P&C *as measured by commissions and fees Greater than $50,000 % of Book

8.9%

9.9%

15.8%

25.3%

32.6%

45.6%

61.5% 290.3

# of Accounts Total Revenue

0.2

1.2

4.7

13.4

27.9

90.3

$11,937 $59,685

$132,589 $107,970

$397,378 $98,167

$1,325,717 $100,115

$3,436,927 $112,686

$11,482,016

$49,109,863

Revenue per Account

$123,736

$155,846

Between $25,000 and $50,000 % of Book

2.8%

4.9%

11.1%

13.3%

13.4%

15.2% 104.1

12.1% 229.7

# of Accounts Total Revenue

0.3

2.3

8.4

19.3

39.1

$10,035 $28,943

$76,372 $33,556

$280,856 $32,354

$646,088 $33,151

$1,344,362

$3,683,179

$7,908,856

Revenue per Account

$34,294

$35,304

$34,711

Between $10,000 & $25,000 % of Book

6.1%

11.8%

17.0%

17.2%

16.7% 109.2

16.2% 247.2

11.5% 466.3

# of Accounts Total Revenue

1.5

10.0

26.3

55.0

$18,014 $12,236

$141,314 $14,415

$394,642 $14,819

$823,648 $14,881

$1,679,531

$3,917,173

$7,336,287

Revenue per Account

$15,278

$15,948

$15,807

Between $5,000 & $10,000 % of Book

13.1%

14.3%

15.7%

12.3%

10.8% 147.3

8.4% 283.9

5.7% 493.8

# of Accounts Total Revenue

5.1

35.9

50.4

77.3

$33,603 $6,599

$214,899

$372,747

$529,498

$1,040,329

$2,030,670

$3,503,460

Revenue per Account

$6,793

$7,214

$6,834

$7,067

$7,225

$7,139

Less than $5,000 % of Book # of Accounts Total Revenue

69.2% 550.5

59.0%

40.4%

31.9%

26.6%

14.6%

9.3%

1,774.6

2,765.5

3,747.3

6,766.8

1,290.9

1,495.5

$266,820

$782,715

$967,675

$1,341,108

$2,257,352

$3,601,520

$5,582,871

Revenue per Account

$746

$745

$980

$1,037

$966

$1,063

$869

Note : Comparison Group Averages are based on the average for each individual line item and therefore may not validate when attempting to replicate calculations.

Cross Category Comparison

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