Identifying Your Comparison Set: The “Who” of Your Analysis
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Your Comparison Set
Your Comparison Set is the group of institutions (credit unions OR banks), peer groups, and/or mergers that you want to evaluate in comparison against your primary.
See the image below to understand your comparison set and navigate the comparison set search.
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Hover over any pill in your comparison set to see select high level metrics.
Add or Remove Institutions from your Comparison Set
- Remove items from your comparison set, simply click the 'X' located on the respective institution's pill.
- Add items to your comparison set by using the comparison search on the right side of the screen. Use Peer Suite's search or scroll features to locate your desired institution and then click on it to include it in your comparison set.
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If you frequently conduct analysis using specific institutions or groups, try adding them to your Favorites for quick access. Simply click the gold star next to your desired group or institution within your Comparison Search Bar.
These institutions will now populate at that the top of your results in their respective categories or you can view them all at once in the “Favorites category”, represented by a gold star in your comparison set.
Primary Institutions
Your designated primary is the institution, peer group, merger, or market you’ll be comparing against other institutions and groups’ performance within Peer Suite.
Your primary institution can be identified as the dark blue pill in the first position of your comparison set as seen above. This is automatically set to your credit union upon your first log-in to Peer Suite. All charts and graphs will reflect data for this institution.
It’s important to be able to identify your primary institution as some displays only examine data for a single institution, whether that is a credit union, bank, merger, or peer group. For example, a loan composition pie chart can show you data for only one institution at a time. If you wish to analyze another institution or group, you'll need to change your primary.
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Markets can only be used with in Market Analysis, available at the Plus level of Peer Suite.
- Want to learn more? Check out our Welcome to Market Analyzer guide.
Custom Mergers are available at the Premium and Plus levels of Peer Suite.
- Learn more about the Custom Mergers feature here: How to Create a Merger
Bank Data is available at the Premium and Plus levels of Peer Suite.
- Conduct bank analysis using Callahan's built-in Bank Comparison folder.
Inactive Institution data is available at the Premium and Plus levels of Peer Suite
- Peer Suite contains historical data for credit unions and banks that no longer exist, learn how to benchmark using these intuitions with this guide.
- These institutions are denoted with a dagger symbol within the comparison search.
How to Change your Primary Institution
You can set another credit union, bank, merger, or peer group as your primary at any time by dragging and dropping the clear 'pill' to replace your current dark blue primary. You can also use this functionality to reorganize the institutions and groups in your comparison set if you would like items within the displays to appear in a different order.
How To Add More Institutions To Your Comparison Set:
- If the peer group or institution you want is NOT yet in your comparison set, search for it using the comparison search in the top right of your canvas. Simply start typing the name you are looking for, and the filter will locate matches under each grouping: credit unions, banks, peer groups, or merger lists.
- Use the top-level categories to search between credit unions, banks, peer groups, or merger lists
- Clicking on an institution or group from the comparison search will be add it to your comparison set - then simply drag and drop it onto the first position of your comparison set if you want it to be your primary.
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Once you've added an institution or group to your comparison set it will no longer appear in the comparison search.
Temporary Primary Institutions
If you would like to study data for an institution other than your current primary, try using the temporary primary feature in Peer Suite. Single-click on the pill of the institution or comparison group you’d like to examine more closely, its color will change to dark blue, and primary-only displays will now reflect data for that institution. This creates a temporary primary. As the name implies, this change is temporary. Next time you access Peer Suite the leftmost institution in your comparison set will revert to your primary.
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If you like to conduct analysis focusing on a variety of institutions with the same comparison set or using non-comparative displays, Peer Suite's Automatic Primary could be just the solution for you!
Read this guide for more for more information!
It's important to note, you cannot add additional institutions to your comparison set while "Auto-Primary" is activated.
Comparison Set
Your Comparison Set is the group of institutions (credit unions OR banks), peer groups, and mergers that you want to evaluate in comparison to your primary.
Want to learn more about other features of your comparison set? Check out the below guides!