Peer Express Quick Start Guide For League Affiliates

The League Affiliate experience in Peer Suite Express makes it easy to understand how your credit union is performing and how it compares to your peers. With little setup required, you can spend less time navigating data and more time focusing on what it means.

With your league‑affiliate access to Peer Suite, you can:

• Quickly access key performance data without setup
• Rely on ready‑made reports and dashboards built around common leadership questions
• Track critical KPIs tied to financial and operational health

Together, these tools help you turn data into insight and support clear conversations with leadership and boards.

The Who of Your Analysis: Your Comparison Set

When you log in for the first time, Peer Suite automatically sets:

• Your credit union as the primary institution, shown in navy
• Your asset‑based peer group as the initial comparison

This gives you a ready‑to‑use starting point with no setup required.

Primary:  Your main point of reference. It appears in both primary‑only and comparative views and can be adjusted.

Comparison Set: The other credit unions and peer groups, built‑in or custom, you want to analyze alongside your primary.

See the image below to better understand your comparison set and navigate the comparison search.

You can:

• Add institutions using the Comparison Search
• Remove institutions by clicking the X next to an institution’s name

Custom Peer Groups

Custom peer groups help you compare your credit union to institutions with similar characteristics, making benchmarks more relevant and actionable.

With league‑affiliate access, you can build peer groups using a curated set of criteria, including:

• State‑level geography
• A curated selection of performance metrics
• Charter type
• Core processor
• The ability to include or exclude specific institutions

How To Get Started:

• Open the Create dropdown in the top navigation
• Choose Select by Criteria
• Apply the mix of filters that align with your institution’s strategy.

The What of Your Analysis: Built-In Content

Profile Reports

Express Dashboards

The four Express Dashboard groups help credit unions understand:

Each dashboard display  includes:

• Clear ratio definitions
• Callahan performance or AI‑powered analysis
• Star rankings for fast peer comparison

League Overview Map

Use the map to:

• See the full geographic footprint of credit unions within your league's market
• Identify areas of concentration, overlap, and lighter coverage in the population context
• Understand how individual institutions fit within the broader market
• Support high-level conversations about market presence, reach, and opportunity

Display Modifications

Use the toolbar to:

• Adjust the trend length
• Add data labels
• Show or hide your primary institution’s name in the display title
• Reset displays to default settings
• Access additional display options

Download & Automate Your Findings

Download Your Findings

Automating Reports

To schedule automated delivery:

1. Select Email from the More Options menu
2. Choose to send immediately or schedule a recurring delivery
3. Recurring reports will be sent quarterly after official NCUA data releases

Conclusion

You’re ready to get started!

Check your comparison set, open a Profile Report, and explore an Express Dashboard tied to today’s priorities. From there, download or schedule insights to support ongoing conversations with leadership.