Peer Express Quick Start Guide

The Express level of Peer Suite is designed for credit union professionals seeking quick, essential performance data —without the complexity of extensive customization.

Why use Peer Express?

• User-Friendly Access: Get straightforward access to key performance data.
• Pre-Built Insights: Utilize built-in reports and dashboards for instant analysis.
• KPI Tools: Resources to track vital industry indicators.

Peer Express provides the essential data points to help you evaluate your institution’s performance and benchmark against peers, empowering your organization to define and achieve success for both itself and its members.

The Who of Your Analysis: Your Comparison Set

When you log in to Peer Suite for the first time, your credit union and its corresponding asset-based peer group are automatically set as your comparison.

Understanding Your Comparison Set:

• Primary: Highlighted in navy in your comparison set. Data for this institution will be included in BOTH primary-only and comparative displays.
• Comparison Set: This includes other credit unions and peer groups you want to analyze alongside your primary institution.

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

• Add Institutions: Use the Comparison Search to include additional institutions.
• Remove Institutions: Click the "X" next to an institution's name to remove it from your set.

Custom Peer Groups

The Express level of Peer Suite allows you to create custom peer groups to enhance your performance benchmarking.

To begin, access the custom peer group builder via the Create dropdown in you top navigation.

Express users can create peer groups using the below criteria filters:

• State level geography
• A Curated Selection of Metrics
• Charter Type
• Core Processor
• Include/Exclude List

The What of Your Analysis: Built-In Content

In the left navigation you can explore what you'd like to learn about the institutions in your comparison set using Peer Express' built-in content.

• CU Performance Reports: Pre-formatted reports for at-a-glance analysis of a credit union's overall health.

• Dashboards: Powerful collections of displays telling a story around a designated topic, complete with ratio definitions, performance analysis, and star rankings.

Display Modifications

By default, dashboards show a 5-year historical trend based on the latest data. Use the toolbar to adjust trend lengths, add data labels, and customize the number of graphs displayed per row.

Share Your Findings

How to Download Your Findings

In the top right corner of your canvas, you'll find the default download option. Click the arrow to explore additional options related to your chosen selection.

How to Automate Your Findings:

Select "email" from the "more options" dropdown to schedule an automated report for yourself or a colleague.

Choose to send your reports now or set them to recur quarterly after the full data set is released by the NCUA.

Conclusion

You’re now armed with the essential tools to navigate Peer Express like a pro. With quick access to key performance insights, customizable peer groups, and built-in reports, you’re ready to make data-driven decisions that can elevate your credit union’s performance. So go ahead—dive in, explore, and share your newfound knowledge with your team!