WATERTOWN MUNICIPAL

Charter #67615 | MA

<100M (2596 CUs) Micro
68 <100M in MA

WATERTOWN MUNICIPAL has 6 strengths but faces 3 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + ROA 0.39% above tier average
  • + Total Delinquency Rate (60+ days): Top 0.0% in tier
  • + Indirect Auto Concentration (%): Top 0.0% in tier
  • + Net Worth Ratio: Top 3.6% in tier
  • + Net Charge-Off Rate: Top 4.3% in tier
  • + Members Per Employee (MPE): Top 5.2% in tier

Key Concerns

Areas that may need attention

  • - Member decline: -2.0% YoY
  • - First Mortgage Concentration (%): Bottom 4.9% in tier
  • - Fee Income Per Member: Bottom 5.3% in tier

Core Metrics

As of 2025-Q3

Metric Current vs Tier Tier Avg State Avg (MA) National Avg Tier Percentile
Members 682
-2.0% YoY+0.1% QoQ
-1.9K 2,625
-2.2% YoY
27,447
+2.6% YoY
33,089
+6.1% YoY
Bottom 19.1% in tier
Assets $9.9M
-0.6% YoY-2.7% QoQ
$-20.0M $29.9M
+1.1% YoY
$440.2M
+4.2% YoY
$547.7M
+7.8% YoY
32nd in tier
Loans $3.1M
-6.5% YoY-1.3% QoQ
$-12.7M $15.8M
-2.4% YoY
$341.2M
+2.4% YoY
$388.7M
+8.6% YoY
Bottom 24.6% in tier
Deposits $6.3M
-2.8% YoY-4.6% QoQ
$-19.2M $25.5M
+0.4% YoY
$366.8M
+5.5% YoY
$464.6M
+9.3% YoY
27th in tier
ROA 1.1%
+70.1% YoY+6.4% QoQ
+0.4% 0.7%
-731.4% YoY
0.7%
+17.3% YoY
0.7%
+273.4% YoY
65th in tier
NIM 3.8%
+7.7% YoY+3.0% QoQ
-0.1% 3.9%
+3.8% YoY
3.3%
+3.8% YoY
3.7%
+5.0% YoY
45th in tier
Efficiency Ratio 73.4%
-10.1% YoY-2.1% QoQ
-8.0% 81.4%
-2.4% YoY
80.4%
-4.7% YoY
79.1%
-3.3% YoY
38th in tier
Delinquency Rate 0.0% -1.5 1.5%
-2.0% YoY
0.9%
-6.0% YoY
1.2%
-0.9% YoY
Bottom 0.0% in tier
Loan To Share 49.5%
-3.9% YoY+3.4% QoQ
-11.8% 61.2%
-3.0% YoY
74.2%
-1.7% YoY
68.0%
-1.7% YoY
31st in tier
AMR $13,790
-2.1% YoY-3.7% QoQ
$-837 $14,627
-2.7% YoY
$24,707
+3.7% YoY
$19,418
+1.3% YoY
51st in tier
CD Concentration 2.4%
-3.6% YoY+4.9% QoQ
-22.1% 24.4%
+4.2% YoY
24.8%
+8.8% YoY
19.6%
+6.2% YoY
50th in tier
Indirect Auto % 0.0% -14.0% 14.0%
-5.8% YoY
2.6%
-15.5% 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 (5 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
95
Net Worth Ratio
risk
Value: 35.51%
Peer Avg: 16.43%
#95 of 2596 Top 3.6% in <100M tier
112
Net Charge-Off Rate
risk
Value: -0.11%
Peer Avg: 0.57%
#112 of 2596 Top 4.3% in <100M tier
135
Members Per Employee (MPE)
engagement
Value: 682.000
Peer Avg: 365.701
#135 of 2596 Top 5.2% in <100M tier

Top Weaknesses (4 metrics)

2469
First Mortgage Concentration (%)
balance_sheet
Value: 56.21%
Peer Avg: 14.49%
#2469 of 2596 Bottom 4.9% in <100M tier
2460
Fee Income Per Member
profitability
Value: $0.21
Peer Avg: $182.96
#2460 of 2596 Bottom 5.3% in <100M tier
2099
Total Members
engagement
Value: 682
Peer Avg: 2,626
#2099 of 2596 Bottom 19.2% in <100M tier
1957
Total Loans
balance_sheet
Value: $3.11M
Peer Avg: $15.77M
#1957 of 2596 Bottom 24.7% in <100M tier