Peer Comparison Dashboard

Peer benchmarking is the process of evaluating your credit union alongside a number of your peers using a set collection of metrics, such as production, marketing, sales, market share and overall financials. By reviewing these key performance indicators alongside those of comparably sized and located credit unions, you can identify opportunities to apply new or different tactics in order to maximize progress towards your overall strategic goals.

The Marketing Dashboard- CU Peer Comparison, powered by CULytics, provides information on credit unions throughout the region and the nation using information gathered directly from NCUA’s 5300 reports. Credit unions can select the parameters for their comparison using the drop-down lists at the top of the dashboard. The data then populates the graphs below which explain how these important credit union ratios are calculated, along with its importance to your credit union.

For help with the Dashboard, or additional information about CULytics, please contact:

Melissa Pomeroy, mpomeroy@ccua.org, or Dean Martino, dmartino@ccua.org.