Benchmarking Surveys


Measure Your Company’s Performance

FMA compiles a number of industry statistics to serve as benchmarking tools. These survey products provide details on capital spending trends, salaries, hourly wages, benefits, financial, and operating measures to give your company a competitive edge.

All data submitted remains confidential. Reporting comparisons are made based upon demographic similarities such as organization size, location, sales volume, area population, and type of company.


Manage Financial Health  FMA’s Financial Ratios & Operational Benchmarking Survey provides data on sales growth, profit margin, debt ratio, on time delivery percentage, and other important metrics.

The 2017 Financial Ratios & Operational Benchmarking Survey is open for submissions!

Participate Now!

The survey collects financial and operational data in the areas of liquidity, profitability, asset management, debt management, value proposition, and marketing effectiveness. Participants can receive a comprehensive health checkup by comparing their numbers to other companies. Check out a sample page from the 2016 report.

The thirty-two metrics in the 2017 survey include:

  • Current Ratio
  • Quick Ratio
  • Total Current Assets/Total Sales
  • Gross Profit Margin (GPM)
  • Sales Growth
  • Operating Profit Margin (OPM)
  • Operating Return on Equity (OROE)
  • Operating Return on Investment (OROI)
  • Operating Return on Net Assets (ORONA)
  • Operating Return on Total Gross Assets (OROTGA)
  • Earnings Before Interest, Taxes, Depreciation & Amortization (EBITDA)
  • Inventory Turnover
  • Days in Accounts Receivable
  • Days in Accounts Payable
  • Debt Ratio
  • Debt to Equity
  • Sales per Employee
  • Indirect Labor as a Percentage of Sales
  • Direct Labor as a Percentage of Sales
  • Value Add per Payroll Dollar
  • Sales per Square Foot
  • Direct Materials as a Percentage of Sales
  • Customer Returns as a Percentage of Sales
  • Internal Scrap & Rework as Percentage of Sales
  • On Time Delivery Percentage
  • Average Quote Turnaround Time (Days)
  • Overhead Cost Components as a Percentage of Sales
  • Win to Bid Ratio
  • Number of Customers Compromising 50% of Sales
  • Number of Customers Compromising 80% of Sales
  • New Customers Added During Last 12 Months
  • New Customer Dollars as a Percentage of Total

What you need to complete the survey:

  • Detailed 2016 Income Statements: Month and Year End
  • 2016 Balance Sheets: Month and Year End
  • Quotation logs, Bookings logs, Invoice Register
  • Payroll and Headcount logs

Download the 2017 Financial Ratio Survey Workbook to calculate numbers prior of starting the survey and streamline your. entry process.

Review or begin the survey.

Deadline to complete is April 21. Compiled results will be delivered to all participants electronically by June 2017. Please direct questions to Julie Maddock, Education Technical Services Manager or call customer service at 888-394-4362.

Ensure Competitive Compensation Rates  FMA’s Salary/Wage & Benefit Survey details employment practices, benefit packages, salary, and wage data for production and administrative positions.

View an excerpt from the survey to see how each position is displayed in the results.


Survey Participation Benefits


More participation means more valuable results, so FMA offers all who fully complete the survey a substantial discount on the compiled results:

  • Company-level members who complete the survey will receive the results at no charge
  • Individual members who complete it may purchase the results for $75
  • Non-member companies who complete it may purchase the results for $250
  • Final survey results for non-participants will be $395 for nonmembers and $175 for members

*Receive compiled survey results at no cost – join FMA as a company member!

About other FMA Benchmarking Surveys


Participation in FMA’s Financial Ratios & Operational Benchmarking Survey is open yearly February through mid-April and mid-May through July the Salary/Wage & Benefit Survey is available to complete. In addition to these two annual surveys, watch for news of upcoming opportunities to participate in the Capital Spending Forecast and Forming & Fabricating Job Shop Consumption Report.

View All Survey Products