Luca Barberis

Which segments expand most after the initial sale, and which contract?

№ 008 · NRR by segment

01

Definition

MetricNet revenue retention split by customer segment

Unit% of year-ago segment revenue

Three lines plot NRR separately for Enterprise, Mid, and SMB. Enterprise is usually highest, SMB usually below 100%. Compute each segment's NRR monthly as expansion minus churn minus contraction divided by opening MRR. Spread reveals where logo churn is eating you. Example: Enterprise 122%, Mid 108%, SMB 84%.

NRR
Net revenue retention. Cohort revenue this period divided by the same cohort revenue a year ago, including expansion, contraction and churn. New logos excluded.
SMB
Small and medium business. Segment label, usually under 200 employees or a defined contract-value band.
MRR
Monthly recurring revenue. Sum of every active subscription normalised to a monthly value, excluding one-off fees.
02

Benchmarks

Bottom 30%MedianTop 30%
Enterprise under 103%, mid-market under 97%, SMB under 90%Enterprise ~118%, mid-market 102-108%, SMB ~97%Enterprise 120%+, mid-market 111%+, SMB 105%+

Private B2B SaaS by ACV band as segment proxy (SMB under $25k, mid-market $25-100k, enterprise above $100k ACV), 2023-2025 survey data · Segment defined by ACV band, the split SaaS Capital argues is the best retention comparator: companies at similar price points organize, sell and support similarly. If your internal segments are by employee count, map them to ACV bands before comparing. Public-company enterprise leaders run higher still (McKinsey: 120%+ NRR cohort).

By category
CategoryBottom 30%MedianTop 30%
SMB (ACV under $25k)90% or below97%105%+
Mid-market (ACV $25-100k)97% or below102-108%111%+
Enterprise (ACV above $100k)103% or below~118%120%+
03

When it looks bad

The segment bars invert the expected ladder: enterprise NRR sits at or below SMB, which means the product is not expanding where expansion should be structural (more seats, more modules, more usage).

SMB 98%, mid-market 101%, enterprise 99%. Enterprise accounts that should compound at 115%+ are flat: no multi-team adoption, no whitespace selling, contracts renewing as-is.

04

What to do about it

  • If enterprise NRR is below ~110%, audit packaging before blaming CS: flat enterprise NRR usually means all value is sold on day one; introduce module or usage components so accounts have something to buy in year two (usage-based peers ran 125% vs 115% NRR in OpenView data).
  • Build the expansion pipeline like a sales pipeline for the top segment: whitespace map per account, named plays, quarterly targets; expansion ARR costs ~$1.40 per dollar vs $2.00 for new logos (Benchmarkit 2025).
  • For an SMB segment stuck under 97%, stop trying to expand and defend the floor instead: annual billing, dunning, and activation fixes; SMB expansion rarely outruns SMB churn at price points under $10k.
  • Reprice grandfathered enterprise cohorts at renewal with 3-5% uplifts tied to added capabilities; price increases count in NRR and McKinsey attributes part of the 120%+ cohort's performance to pricing discipline.
05

Sources

  1. SaaS Capital2023 B2B SaaS Retention Benchmarks (Research Brief 28) · 2023 · n=1,000+ private B2B SaaS companies ACV above $25k: median NRR at least 103%; top quartile above $100k ACV at 118-120%; benchmarking by ACV is the best starting point saas-capital.com ↗
  2. SaaS CapitalWhat is a Good Retention Rate for a Private SaaS Company (2025 update) · 2025 · n=1,000+ private B2B SaaS companies ACV $25-50k: median 102%, quartiles 97-111%; higher net retention correlates with higher ACV saas-capital.com ↗
  3. Digital Applied (reporting SaaS Capital, Benchmarkit, ChartMogul data)Net Revenue Retention Benchmarks 2026 · 2026 · cross-referenced survey aggregation, ~939 companies Enterprise median ~118% NRR, mid-market ~108%, SMB ~97% digitalapplied.com ↗
  4. Benchmarkit2025 SaaS Performance Metrics Report · 2025 · annual survey (900+ companies in prior editions) NRR filterable by ACV and target customer segment; ACV is the attribute most correlated with retention performance benchmarkit.ai ↗
  5. McKinseySaaS and the Rule of 40 · 2021 · 40 public B2B SaaS companies Top public performers post 120%+ NRR (examples at 128-139%), driven by customer success investment and pricing mckinsey.com ↗
  6. ICONIQ GrowthState of Software 2025 · 2025 · ~75 portfolio companies + 77 public companies NDR settling at ~110-120% across their growth-stage, enterprise-weighted universe iconiq.com ↗