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KNOXVILLE TVA EMPLOYEES

Charter #68085 · TN

Large 5B-7B
39 CUs in 5B-7B nationally 1 in TN
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KNOXVILLE TVA EMPLOYEES has 3 strengths but faces 4 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Emerging Performer: Top 40.9% in tier
  • + ROA 0.14% above tier average
  • + Net Interest Margin 0.19% above tier average

Key Concerns

Areas that may need attention

  • - Indirect Auto Dependency: Bottom 18.8% in tier
  • - Liquidity Strain: Bottom 33.3% in tier
  • - Margin Compression: Bottom 40.9% in tier
  • - Indirect Auto Concentration (%): Bottom 2.6% in tier

NEW · Q2 2026 RECAP

Your Quarter, Wrapped

A 35-second highlight reel of your Q2 2026 — the wins worth celebrating and the one signal worth watching, pulled straight from your scorecard data.

Q2 2026 at a glance

  • One of 39 credit unions with $5B-$7B in assets nationally, and 1 of 1 that size in Tennessee.
  • Shares and deposits +10.0% year over year ($4.59B in shares and deposits).
  • Membership: 308,932 members, +5.0% vs a year ago.
  • Delinquency rate 0.34%.
  • Return on assets 1.07%.
  • Efficiency ratio 52.86% vs a 65.18% peer average.
  • Loan-to-share ratio 94.01% vs a 85.64% peer average.

Data period: Q2 2026 NCUA call report. Animation disabled (reduced-motion preference). Full details in the metrics table below.

Core Metrics

As of 2026-Q2

Metric Current vs Tier Tier Avg State Avg (TN) National Avg Tier Percentile
Members 308,932
+5.0% YoY+0.1% QoQ
-2.0K 310,918
+6.0% YoY
22,058
+4.8% YoY
34,678
+6.6% YoY
51%
Assets $5.3B
+9.8% YoY+1.7% QoQ
$-469.9M $5.8B
-1.1% YoY
$390.3M
+9.5% YoY
$593.1M
+10.2% YoY
26%
Loans $4.3B
+6.8% YoY+2.5% QoQ
+$111.4M $4.2B
-0.7% YoY
$289.3M
+8.5% YoY
$418.6M
+10.1% YoY
49%
Deposits $4.6B
+10.0% YoY+1.5% QoQ
$-308.9M $4.9B
-1.3% YoY
$326.4M
+8.9% YoY
$504.8M
+10.3% YoY
31%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
AI-generated insights and rankings

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ROA 1.1%
-34.6% YoY+54.7% QoQ
+0.1% 0.9%
+35.3% YoY
1.1%
+46.9% YoY
1.2%
+121.4% YoY
67%
NIM 3.4%
+5.9% YoY+1.2% QoQ
+0.2% 3.2%
+9.5% YoY
3.9%
+2.1% YoY
3.8%
+2.3% YoY
56%
Efficiency Ratio 52.9%
-4.6% YoY+0.6% QoQ
-12.3% 65.2%
-9.0% YoY
78.9%
+2.6% YoY
83.0%
-5.3% YoY
Top 10.3% in tier
Delinquency Rate 0.3%
-13.3% YoY+1.8% QoQ
-0.4 0.8%
+23.8% YoY
1.1%
-1.7% YoY
1.3%
+2.6% YoY
Top 10.3% in tier
Loan To Share 94.0%
-2.9% YoY+1.0% QoQ
+8.4% 85.6%
-0.2% YoY
68.7%
-1.7% YoY
66.4%
-1.4% YoY
64%
AMR $28,801
+3.3% YoY+1.9% QoQ
$-3K $32,010
-7.3% YoY
$19,228
+3.5% YoY
$20,028
-0.9% YoY
41%
CD Concentration 32.9%
+2.0% YoY-0.8% QoQ
+4.6% 28.3% 22.4% 20.0% 71%
Indirect Auto % 47.4%
+2.0% YoY+0.7% QoQ
+30.6% 16.8% 6.8% 7.7% Bottom 1.5% in tier

Signature Analysis

Strengths (1)

Emerging Performer

growth
#7 of 19 • Top 40.9% in tier

Smaller CU (bottom 50% by assets in tier) with strong profitability (ROA > 0.5%) AND growth (members >= 1%). Emerging leaders worth watching.

Why This Signature
Return on Assets: 1.07%
(Tier: 0.96%, National: 1.23%)
better than tier avg
Member Growth (YoY): 4.97%
(Tier: 4.24%, National: 15.67%)
better than tier avg
19 of 67 Large CUs have this signature | 283 nationally
→ Stable (18→19 CUs) +1 CUs YoY | New qualifier

Concerns (3)

Indirect Auto Dependency

risk
#1 of 35 • Bottom 18.8% in tier

Significant portion of loan portfolio in indirect auto (>15%). This concentration creates dependency on dealer relationships.

Why This Signature
Asset Growth (YoY): 9.85%
(Tier: 8.71%, National: 3.30%)
but better than tier avg
Indirect Auto %: 47.38%
(Tier: 16.81%, National: 7.71%)
worse than tier avg
Member Growth (YoY): 4.97%
(Tier: 4.24%, National: 15.67%)
but better than tier avg
35 of 67 Large CUs have this signature | 714 nationally
→ Stable (33→35 CUs) +2 CUs YoY | Rank improving

Margin Compression

decline
#2 of 5 • Bottom 40.9% in tier

Profitability above 0.75% ROA but margins eroding by at least 0.10%. Something changed - rising costs or falling yields need addressing.

Why This Signature
Return on Assets: 1.07%
(Tier: 0.96%, National: 1.23%)
but better than tier avg
ROA (Prior Year): 1.64%
(Tier: 0.84%, National: 0.66%)
but better than tier avg
ROA Change (YoY): -0.57% points
(Tier: 0.14% points, National: 0.47% points)
worse than tier avg
5 of 67 Large CUs have this signature | 167 nationally
→ Stable (8→5 CUs) -3 CUs YoY | New qualifier

Liquidity Strain

risk
#20 of 28 • Bottom 33.3% in tier

Loan demand outpacing deposits. They're bumping against liquidity limits - need funding solutions.

Why This Signature
Loan-to-Share Ratio: 94.01%
(Tier: 84.03%, National: 66.39%)
but better than tier avg
Loan Growth (YoY): 6.82%
(Tier: 7.79%, National: 78.26%)
worse than tier avg
28 of 67 Large CUs have this signature | 432 nationally
→ Stable (27→28 CUs) +1 CUs YoY | Rank improving

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 39 peers in tier

Top Strengths (6 metrics)

5
Efficiency Ratio
profitability
Value: 52.86%
Peer Median: 66.17%
#5 of 39 Top 10.3% in 5B-7B tier
5
Total Delinquency Rate (60+ days)
risk
Value: 0.34%
Peer Median: 0.67%
#5 of 39 Top 10.3% in 5B-7B tier
5
First Mortgage Concentration (%)
balance_sheet
Value: 19.34%
Peer Median: 34.95%
#5 of 39 Top 10.3% in 5B-7B tier
6
Deposit Growth Rate
growth
Value: 9.98%
Peer Median: 6.19%
#6 of 39 Top 12.8% in 5B-7B tier
7
Asset Growth Rate
growth
Value: 9.85%
Peer Median: 6.34%
#7 of 39 Top 15.4% in 5B-7B tier
10
Member Growth Rate
growth
Value: 4.97%
Peer Median: 2.78%
#10 of 39 Top 23.1% in 5B-7B tier

Top Weaknesses (1 metrics)

39
Indirect Auto Concentration (%)
balance_sheet
Value: 47.38%
Peer Median: 17.30%
#39 of 39 Bottom 2.6% in 5B-7B tier
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