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RALLY

Charter #68615 · TX

Mid-Market 3B-5B
77 CUs in 3B-5B nationally 6 in TX
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RALLY has 8 strengths but faces 3 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + ROA 0.23% above tier average
  • + Net Interest Margin 0.72% above tier average
  • + Total Loans: Top 0.1% in tier
  • + Net Worth Ratio: Top 5.2% in tier
  • + Total Deposits: Top 5.2% in tier
  • + Fee Income Per Member: Top 6.5% in tier
  • + Efficiency Ratio: Top 7.8% in tier
  • + Total Assets: Top 7.8% in tier

Key Concerns

Areas that may need attention

  • - Liquidity Strain: Bottom 6.4% in tier
  • - Indirect Auto Dependency: Bottom 64.2% in tier
  • - Indirect Auto Concentration (%): Bottom 6.5% 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 77 credit unions with $3B-$5B in assets nationally, and 1 of 6 that size in Texas.
  • Shares and deposits +3.9% year over year ($4.04B in shares and deposits).
  • Membership: 241,597 members, +3.8% vs a year ago.
  • Delinquency rate 0.75%.
  • Return on assets 1.16%.
  • Efficiency ratio 55.92% vs a 69.45% peer average.
  • Loan-to-share ratio 105.00% vs a 90.24% 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 (TX) National Avg Tier Percentile
Members 241,597
+3.8% YoY+0.4% QoQ
+25.1K 216,545
-9.5% YoY
27,284
+2.5% YoY
34,678
+6.6% YoY
68%
Assets $4.8B
+3.6% YoY+0.3% QoQ
+$877.5M $3.9B
-1.6% YoY
$429.8M
+5.9% YoY
$593.1M
+10.2% YoY
Top 9.1% in tier
Loans $4.2B
+4.9% YoY+2.4% QoQ
+$1.3B $2.9B
-1.2% YoY
$305.6M
+4.5% YoY
$418.6M
+10.1% YoY
Top 1.3% in tier
Deposits $4.0B
+3.9% YoY+0.1% QoQ
+$778.0M $3.3B
-2.6% YoY
$357.0M
+5.3% YoY
$504.8M
+10.3% YoY
Top 6.5% in tier

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

Want to see an example first? Preview Navy Federal's scorecard →

ROA 1.2%
+102.6% YoY-10.6% QoQ
+0.2% 0.9%
+25.3% YoY
1.4%
-298.3% YoY
1.2%
+121.4% YoY
70%
NIM 4.0%
+9.8% YoY+1.7% QoQ
+0.7% 3.2%
+3.8% YoY
3.9%
+2.6% YoY
3.8%
+2.3% YoY
Top 11.7% in tier
Efficiency Ratio 55.9%
-5.5% YoY+0.8% QoQ
-13.5% 69.5%
-2.3% YoY
89.3%
-7.8% YoY
83.0%
-5.3% YoY
Top 7.8% in tier
Delinquency Rate 0.8%
-3.6% YoY-3.0% QoQ
-0.1 0.8%
+5.5% YoY
1.3%
+10.3% YoY
1.3%
+2.6% YoY
60%
Loan To Share 105.0%
+0.9% YoY+2.4% QoQ
+14.8% 90.2%
+0.9% YoY
70.0%
-2.3% YoY
66.4%
-1.4% YoY
Top 11.7% in tier
AMR $34,240
+0.6% YoY+0.9% QoQ
+$3K $31,018
+6.9% YoY
$17,919
+2.5% YoY
$20,028
-0.9% YoY
75%
CD Concentration 43.9%
-2.1% YoY+0.3% QoQ
+14.8% 29.1% 21.6% 20.0% Top 6.9% in tier
Indirect Auto % 47.8%
-3.2% YoY-0.3% QoQ
+29.7% 18.1% 6.9% 7.7% Bottom 4.8% in tier

Signature Analysis

Strengths (0)

No strengths identified

Concerns (2)

Liquidity Strain

risk
#45 of 168 • Bottom 6.4% in tier

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

Why This Signature
Loan-to-Share Ratio: 105.00%
(Tier: 85.94%, National: 66.39%)
but better than tier avg
Loan Growth (YoY): 4.90%
(Tier: 6.76%, National: 78.26%)
worse than tier avg
168 of 377 Mid-Market CUs have this signature | 432 nationally
→ Stable (173→168 CUs) -5 CUs YoY | Rank worsening

Indirect Auto Dependency

risk
#70 of 193 • Bottom 64.2% in tier

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

Why This Signature
Asset Growth (YoY): 3.61%
(Tier: 6.52%, National: 3.30%)
worse than tier avg
Indirect Auto %: 47.82%
(Tier: 18.08%, National: 7.71%)
worse than tier avg
Member Growth (YoY): 3.76%
(Tier: 3.16%, National: 15.67%)
but better than tier avg
193 of 377 Mid-Market CUs have this signature | 714 nationally
↓ Shrinking -10 CUs YoY | Rank worsening

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 77 peers in tier

Top Strengths (10 metrics)

1
Total Loans
balance_sheet
Value: $4.24B
Peer Median: $2.91B
#1 of 77 Top 0.1% in 3B-5B tier
5
Net Worth Ratio
risk
Value: 14.02%
Peer Median: 10.81%
#5 of 77 Top 5.2% in 3B-5B tier
5
Total Deposits
balance_sheet
Value: $4.04B
Peer Median: $3.34B
#5 of 77 Top 5.2% in 3B-5B tier
6
Fee Income Per Member
profitability
Value: $315.42
Peer Median: $211.54
#6 of 77 Top 6.5% in 3B-5B tier
7
Efficiency Ratio
profitability
Value: 55.92%
Peer Median: 68.32%
#7 of 77 Top 7.8% in 3B-5B tier
7
Total Assets
balance_sheet
Value: $4.78B
Peer Median: $3.97B
#7 of 77 Top 7.8% in 3B-5B tier
9
Net Interest Margin (NIM)
profitability
Value: 3.95%
Peer Median: 3.28%
#9 of 77 Top 10.4% in 3B-5B tier
9
Loan-to-Share Ratio
balance_sheet
Value: 105.00%
Peer Median: 93.34%
#9 of 77 Top 10.4% in 3B-5B tier
17
Loan-to-Member Ratio (LMR)
engagement
Value: $17,538
Peer Median: $13,282
#17 of 77 Top 20.8% in 3B-5B tier
19
Average Member Relationship (AMR)
engagement
Value: $34,240
Peer Median: $28,880
#19 of 77 Top 23.4% in 3B-5B tier

Top Weaknesses (4 metrics)

73
Indirect Auto Concentration (%)
balance_sheet
Value: 47.82%
Peer Median: 18.00%
#73 of 77 Bottom 6.5% in 3B-5B tier
69
Share Certificate Concentration (%)
balance_sheet
Value: 43.92%
Peer Median: 32.00%
#69 of 77 Bottom 11.7% in 3B-5B tier
65
Net Charge-Off Rate
risk
Value: 1.03%
Peer Median: 0.47%
#65 of 77 Bottom 16.9% in 3B-5B tier
61
Members Per Employee (MPE)
engagement
Value: 315.813
Peer Median: 390.144
#61 of 77 Bottom 22.1% in 3B-5B tier
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