LEE

Charter #15174 | DC

<100M (2596 CUs) Micro
18 <100M in DC

LEE has 7 strengths but faces 7 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + ROA 1.97% above tier average
  • + Total Delinquency Rate (60+ days): Top 0.0% in tier
  • + Indirect Auto Concentration (%): Top 0.0% in tier
  • + Share Certificate Concentration (%): Top 0.0% in tier
  • + Efficiency Ratio: Top 1.0% in tier
  • + Net Worth Ratio: Top 1.1% in tier
  • + Net Charge-Off Rate: Top 9.4% in tier

Key Concerns

Areas that may need attention

  • - Member decline: -9.4% YoY
  • - First Mortgage Concentration (%): Bottom 1.3% in tier
  • - Fee Income Per Member: Bottom 3.9% in tier
  • - Deposit Growth Rate: Bottom 4.6% in tier
  • - Total Members: Bottom 6.3% in tier
  • - Member Growth Rate: Bottom 6.5% in tier
  • - Members Per Employee (MPE): Bottom 7.8% in tier

Core Metrics

As of 2025-Q3

Metric Current vs Tier Tier Avg State Avg (DC) National Avg Tier Percentile
Members 251
-9.4% YoY-2.3% QoQ
-2.4K 2,625
-2.2% YoY
10,992
+7.3% YoY
33,089
+6.1% YoY
Bottom 6.2% in tier
Assets $5.7M
-4.8% YoY-1.4% QoQ
$-24.2M $29.9M
+1.1% YoY
$397.3M
+10.3% YoY
$547.7M
+7.8% YoY
Bottom 22.0% in tier
Loans $1.3M
-7.9% YoY-2.1% QoQ
$-14.5M $15.8M
-2.4% YoY
$237.1M
+5.6% YoY
$388.7M
+8.6% YoY
Bottom 13.2% in tier
Deposits $3.0M
-12.8% YoY-3.9% QoQ
$-22.5M $25.5M
+0.4% YoY
$346.2M
+10.2% YoY
$464.6M
+9.3% YoY
Bottom 15.7% in tier
ROA 2.6%
-12.1% YoY-1.7% QoQ
+2.0% 0.7%
-731.4% YoY
0.1%
-83.6% YoY
0.7%
+273.4% YoY
Top 3.2% in tier
NIM 3.7%
-8.4% YoY-1.2% QoQ
-0.2% 3.9%
+3.8% YoY
3.6%
+4.1% YoY
3.7%
+5.0% YoY
44th in tier
Efficiency Ratio 29.3%
+11.6% YoY+1.2% QoQ
-52.1% 81.4%
-2.4% YoY
96.2%
+5.7% YoY
79.1%
-3.3% YoY
Bottom 1.0% in tier
Delinquency Rate 0.0% -1.5 1.5%
-2.0% YoY
2.3%
+52.4% YoY
1.2%
-0.9% YoY
Bottom 0.0% in tier
Loan To Share 43.0%
+5.6% YoY+1.8% QoQ
-18.2% 61.2%
-3.0% YoY
61.8%
-0.7% YoY
68.0%
-1.7% YoY
Bottom 22.8% in tier
AMR $17,020
-2.2% YoY-1.0% QoQ
+$2K $14,627
-2.7% YoY
$22,611
+4.7% YoY
$19,418
+1.3% YoY
68th in tier
CD Concentration 0.0% -24.4% 24.4%
+4.2% YoY
16.1%
+11.6% YoY
19.6%
+6.2% YoY
50th in tier
Indirect Auto % 0.0% -14.0% 14.0%
-5.8% YoY
0.1%
-38.7% YoY
7.9%
-2.9% YoY
50th in tier

Signature Analysis

Strengths (0)

No strengths identified

Concerns (0)

No concerns identified

Metric Rankings

See how this credit union ranks across all tracked metrics compared to peers.

Strengths: Metrics in the top 25% (75th percentile or higher) | Concerns: Metrics in the bottom 25% (25th percentile or lower)

Comparing against 2596 peers in tier

Top Strengths (7 metrics)

1
Total Delinquency Rate (60+ days)
risk
Value: 0.00%
Peer Avg: 1.51%
#1 of 2596 Top 0.0% in <100M tier
1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Avg: 2.84%
#1 of 2596 Top 0.0% in <100M tier
1
Share Certificate Concentration (%)
balance_sheet
Value: 0.00%
Peer Avg: 15.37%
#1 of 2596 Top 0.0% in <100M tier
28
Efficiency Ratio
profitability
Value: 29.31%
Peer Avg: 81.39%
#28 of 2596 Top 1.0% in <100M tier
30
Net Worth Ratio
risk
Value: 47.28%
Peer Avg: 16.43%
#30 of 2596 Top 1.1% in <100M tier
84
Return on Assets (ROA)
profitability
Value: 2.65%
Peer Avg: 0.68%
#84 of 2596 Top 3.2% in <100M tier
246
Net Charge-Off Rate
risk
Value: 0.00%
Peer Avg: 0.57%
#246 of 2596 Top 9.4% in <100M tier

Top Weaknesses (11 metrics)

2562
First Mortgage Concentration (%)
balance_sheet
Value: 76.63%
Peer Avg: 14.49%
#2562 of 2596 Bottom 1.3% in <100M tier
2495
Fee Income Per Member
profitability
Value: $0.00
Peer Avg: $182.96
#2495 of 2596 Bottom 3.9% in <100M tier
2477
Deposit Growth Rate
growth
Value: -12.79%
Peer Avg: 16.80%
#2477 of 2596 Bottom 4.6% in <100M tier
2433
Total Members
engagement
Value: 251
Peer Avg: 2,626
#2433 of 2596 Bottom 6.3% in <100M tier
2427
Member Growth Rate
growth
Value: -9.39%
Peer Avg: 14.92%
#2427 of 2596 Bottom 6.5% in <100M tier
2395
Members Per Employee (MPE)
engagement
Value: 125.500
Peer Avg: 365.701
#2395 of 2596 Bottom 7.8% in <100M tier
2253
Total Loans
balance_sheet
Value: $1.29M
Peer Avg: $15.77M
#2253 of 2596 Bottom 13.3% in <100M tier
2222
Asset Growth Rate
growth
Value: -4.84%
Peer Avg: 1.82%
#2222 of 2596 Bottom 14.4% in <100M tier
2189
Total Deposits
balance_sheet
Value: $2.99M
Peer Avg: $25.45M
#2189 of 2596 Bottom 15.7% in <100M tier
2026
Total Assets
balance_sheet
Value: $5.69M
Peer Avg: $29.86M
#2026 of 2596 Bottom 22.0% in <100M tier