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BlastPoint's Credit Union Scorecard

RIZE

Charter #7835 · CA

Mid-Market 1B-3B
300 CUs in 1B-3B nationally 37 in CA
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RIZE has 6 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Leader: Top 3.5% in tier
  • + Organic Growth Engine: Top 3.5% in tier
  • + Net Interest Margin 0.16% above tier average
  • + Strong member growth: 15.2% YoY
  • + Member Growth Rate: Top 2.3% in tier
  • + First Mortgage Concentration (%): Top 5.7% in tier

Key Concerns

Areas that may need attention

  • - Efficiency Drag: Bottom 7.5% in tier
  • - Credit Quality Pressure: Bottom 11.6% in tier
  • - Liquidity Strain: Bottom 22.1% in tier
  • - Credit Risk Growth: Bottom 24.7% in tier
  • - Shrinking Wallet Share: Bottom 97.3% in tier
  • - ROA 0.54% below tier average
  • - Efficiency ratio 12.62% above tier (higher cost structure)
  • - AMR Growth Rate: Bottom 3.0% 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 300 credit unions with $1B-$3B in assets nationally, and 1 of 37 that size in California.
  • Shares and deposits +3.3% year over year ($1.06B in shares and deposits).
  • Membership: 87,161 members, +15.2% vs a year ago.
  • Delinquency rate 0.89%.
  • Return on assets 0.28%.
  • Efficiency ratio 85.64% vs a 73.02% peer average.
  • Loan-to-share ratio 97.22% vs a 84.71% 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 (CA) National Avg Tier Percentile
Members 87,161
+15.2% YoY+4.5% QoQ
-9.7K 96,861
-1.9% YoY
67,400
+7.3% YoY
34,678
+6.6% YoY
51%
Assets $1.3B
+3.9% YoY-1.2% QoQ
$-430.6M $1.7B
+0.4% YoY
$1.4B
+10.3% YoY
$593.1M
+10.2% YoY
31%
Loans $1.0B
+10.2% YoY+3.3% QoQ
$-208.4M $1.2B
+0.7% YoY
$958.9M
+10.2% YoY
$418.6M
+10.1% YoY
41%
Deposits $1.1B
+3.3% YoY-0.5% QoQ
$-408.2M $1.5B
+0.5% YoY
$1.2B
+11.1% YoY
$504.8M
+10.3% YoY
26%

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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 0.3%
-21.1% YoY-184.3% QoQ
-0.5% 0.8%
+27.6% YoY
2.5%
+328.4% YoY
1.2%
+121.4% YoY
Bottom 9.0% in tier
NIM 3.6%
+7.4% YoY+2.7% QoQ
+0.2% 3.4%
+6.6% YoY
3.4%
+4.4% YoY
3.8%
+2.3% YoY
59%
Efficiency Ratio 85.6%
+9.3% YoY-1.9% QoQ
+12.6% 73.0%
-2.7% YoY
79.7%
-4.5% YoY
83.0%
-5.3% YoY
Bottom 8.0% in tier
Delinquency Rate 0.9%
+60.8% YoY-5.2% QoQ
+0.0 0.9%
+7.3% YoY
0.7%
-14.3% YoY
1.3%
+2.6% YoY
65%
Loan To Share 97.2%
+6.6% YoY+3.9% QoQ
+12.5% 84.7%
+0.1% YoY
69.0%
+0.5% YoY
66.4%
-1.4% YoY
81%
AMR $23,874
-7.5% YoY-3.0% QoQ
$-6K $29,575
+1.5% YoY
$29,171
+2.5% YoY
$20,028
-0.9% YoY
23%
CD Concentration 25.9%
-4.6% YoY+0.5% QoQ
-3.2% 29.1% 22.2% 20.0% 37%
Indirect Auto % 12.4%
-7.0% YoY-4.0% QoQ
-5.7% 18.1% 9.2% 7.7% 43%

Signature Analysis

Strengths (2)

Organic Growth Leader

growth
#6 of 112 • Top 3.5% in tier

Attracting members (0.5-50% YoY) without heavy indirect auto dependency (<15%). Healthy, sustainable growth model.

Why This Signature
Member Growth (YoY): 15.22%
(Tier: 3.16%, National: 15.67%)
better than tier avg
Indirect Auto %: 12.39%
(Tier: 18.08%, National: 7.71%)
better than tier avg
112 of 377 Mid-Market CUs have this signature | 485 nationally
↓ Shrinking -20 CUs YoY | Rank improving

Organic Growth Engine

growth
#81 of 113 • Top 3.5% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 15.22%
(Tier: 3.16%, National: 15.67%)
better than tier avg
Return on Assets: 0.28%
(Tier: 0.84%, National: 1.23%)
but worse than tier avg
Indirect Auto %: 12.39%
(Tier: 18.08%, National: 7.71%)
better than tier avg
113 of 377 Mid-Market CUs have this signature | 490 nationally
↓ Shrinking -131 CUs YoY | Rank improving

Concerns (5)

Credit Risk Growth

risk
#17 of 170 • Bottom 24.7% in tier

Loan portfolio growing while delinquencies are rising. Expansion with deteriorating credit quality needs attention.

Why This Signature
Loan Growth (YoY): 10.15%
(Tier: 6.76%, National: 78.26%)
but better than tier avg
Delinquency Change (YoY): 0.34% points
(Tier: 0.06% points, National: 0.08% points)
worse than tier avg
170 of 377 Mid-Market CUs have this signature | 688 nationally
→ Stable (169→170 CUs) +1 CUs YoY | New qualifier

Shrinking Wallet Share

decline
#11 of 69 • Bottom 97.3% in tier

Average member relationship declining year-over-year. Members may be moving money elsewhere or reducing engagement.

Why This Signature
AMR Growth (YoY): -7.50%
(Tier: 3.62%, National: 35.20%)
worse than tier avg
69 of 377 Mid-Market CUs have this signature | 308 nationally
↓ Shrinking -22 CUs YoY | New qualifier

Credit Quality Pressure

risk
#43 of 215 • Bottom 11.6% in tier

Delinquencies are rising year-over-year. Credit risk is building - they may need better underwriting tools.

Why This Signature
Delinquency Change (YoY): 0.34% points
(Tier: 0.06% points, National: 0.08% points)
worse than tier avg
215 of 377 Mid-Market CUs have this signature | 962 nationally
↓ Shrinking -28 CUs YoY | New qualifier

Liquidity Strain

risk
#61 of 168 • Bottom 22.1% in tier

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

Why This Signature
Loan-to-Share Ratio: 97.22%
(Tier: 85.94%, National: 66.39%)
but better than tier avg
Loan Growth (YoY): 10.15%
(Tier: 6.76%, National: 78.26%)
but better than tier avg
168 of 377 Mid-Market CUs have this signature | 432 nationally
→ Stable (173→168 CUs) -5 CUs YoY | Rank improving

Efficiency Drag

risk
#44 of 71 • Bottom 7.5% in tier

High efficiency ratio (>80%) indicates elevated operating costs relative to revenue. Margin improvement opportunities may exist.

Why This Signature
Efficiency Ratio: 85.64%
(Tier: 72.30%, National: 82.97%)
worse than tier avg
ROA Change (YoY): -0.07% points
(Tier: 0.18% points, National: 0.47% points)
worse than tier avg
Member Growth (YoY): 15.22%
(Tier: 3.16%, National: 15.67%)
but better than tier avg
71 of 377 Mid-Market CUs have this signature | 608 nationally
↓ Shrinking -33 CUs YoY | New qualifier

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 300 peers in tier

Top Strengths (5 metrics)

8
Member Growth Rate
growth
Value: 15.22%
Peer Median: 1.84%
#8 of 300 Top 2.3% in 1B-3B tier
18
First Mortgage Concentration (%)
balance_sheet
Value: 13.17%
Peer Median: 33.59%
#18 of 300 Top 5.7% in 1B-3B tier
47
Members Per Employee (MPE)
engagement
Value: 437.995
Peer Median: 346.173
#47 of 300 Top 15.3% in 1B-3B tier
57
Loan-to-Share Ratio
balance_sheet
Value: 97.22%
Peer Median: 87.07%
#57 of 300 Top 18.7% in 1B-3B tier
72
Loan Growth Rate
growth
Value: 10.15%
Peer Median: 5.71%
#72 of 300 Top 23.7% in 1B-3B tier

Top Weaknesses (6 metrics)

292
AMR Growth Rate
growth
Value: -7.50%
Peer Median: 3.19%
#292 of 300 Bottom 3.0% in 1B-3B tier
279
Net Charge-Off Rate
risk
Value: 1.15%
Peer Median: 0.52%
#279 of 300 Bottom 7.3% in 1B-3B tier
277
Efficiency Ratio
profitability
Value: 85.64%
Peer Median: 73.62%
#277 of 300 Bottom 8.0% in 1B-3B tier
273
Return on Assets (ROA)
profitability
Value: 0.28%
Peer Median: 0.77%
#273 of 300 Bottom 9.3% in 1B-3B tier
249
Fee Income Per Member
profitability
Value: $146.57
Peer Median: $204.73
#249 of 300 Bottom 17.3% in 1B-3B tier
230
Average Member Relationship (AMR)
engagement
Value: $23,874
Peer Median: $28,089
#230 of 300 Bottom 23.7% in 1B-3B tier
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