Banking KPIs & Benchmarks

Banking Metric Definitions, Benchmarking Data & Reports

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KPI NAME
KPI DEFINITION
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Showing results 1 through 31 of 900 records
Transactions per Branch The total number of transactions processed at retail branch banking locations divided by the total number of retail branch locations managed by the bank at the same point in time. See data (3113)
Mortgage Loan Pull-Through Rate The number of mortgage loans that are approved, closed and funded divided by the total number of mortgage loans applied for over the same period of time, as a percentage. See data (1864)
Average Mortgage Loan Value The average value (in dollars) of a mortgage in the bank's loan portfolio over a certain period of time. See data (1856)
Mortgage Application Approval Rate The number of submitted mortgage loan applications that are approved by the lender divided by total number of mortgage loan applications received over the same period of time, as a percentage. See data (1848)
Percentage of Mortgage Loans Abandoned by Borrower The number of submitted mortgage applications approved by the lender but either not accepted or withdrawn by the potential borrower divided by the total number of mortgage loan applications approved over the same period of time, as a percentage. See data (1847)
Average Mortgage Applicant Income The average annual income for potential borrowers submitting mortgage applications over a certain period of time. See data (1841)
Percentage of Mortgage Loans Declined The number of submitted mortgage loan applications that are declined by the lender divided by total number of mortgage loan applications received over the same period of time, as a percentage. See data (1830)
Percentage of Mortgage Applications Closed for Incompleteness The number of mortgage loan applications that are closed by the lender due to missing or incomplete information required to complete the application process (pay stubs, tax returns, bank statements, etc.) divided by the total number of mortgage loan applications submitted over the same period of time, as a percentage. See data (1397)
Percentage of Commercial Loans Secured by Collateral The dollar amount of outstanding commercial loans managed by the institution that are secured by collateral (secured loans) divided by the total dollar amount of outstanding commercial loans (secured and unsecured) at the same point in time. See data (197)
Percentage of Commercial Loans Under Syndication The dollar amount of outstanding commercial loans managed by the institution that are under syndication divided by the total dollar amount of outstanding commercial loans at the same point in time. Loan syndication refers to an arrangement where more than one lending institution is involved in the funding of a commercial loan. See data (197)
Percentage of Commercial Loans Subject to Pre-Payment Penalty The dollar amount of outstanding commercial loans managed by the institution that are subject to a pre-payment penalty divided by the total dollar amount of outstanding commercial loans at the same point in time. See data (196)
Revenue per Registered Financial Representative The total revenue earned by the company over a certain period of time divided by the total number of registered financial representatives working for the company. Registered financial representatives are licensed to sell securities (stocks, bonds, options, mutual funds, etc.) on behalf of the firm. See data (140)
Total Employees: Registered Financial Representatives The total number of registered financial representatives working for the company who are licensed to sell securities (stocks, bonds, options, mutual funds, etc.) on behalf of the firm. See data (136)
Assets Under Management (AUM) The total dollar value of assets managed by the firm (i.e., assets under management) at a certain point in time. See data (132)
Registered Financial Representatives per Trade Operations & Support Employee The number of registered financial representatives (captured or independent) divided by the total number of Trade Operations & Support employee working for the company over the same period of time. See data (128)
Assets Under Management (AUM) per Registered Financial Representative The total dollar amount of assets managed (AUM) by the firm divided by the total number of registered financial representatives working for the brokerage firm at the same point in time. See data (128)
Commission Rate: Registered Financial Representative The dollar amount of commission paid to registered financial representatives divided by the total amount of customer fees collected (for recordkeeping, advisory and custodial services) by the firm over the same period of time, as a percentage. See data (124)
Percentage of FX Trades Requiring a Phone Confirmation The number of Foreign Exchange (FX) trade transactions that require a phone confirmation (as opposed to electronic or paper confirmations) divided by the total number of Foreign Exchange (FX) trades confirmed over the same period of time, as a percentage. See data (74)
Amount Collected per Collections Employee The total dollar amount collected by the Collections Department, or agency, over a certain period of time divided by the total number of collections employees (include collectors, managers and administrative/support staff). See data (71)
Total Deposits per Branch The total dollar amount of deposits managed by the bank divided by the total number of retail branch locations managed by the bank at the same point in time. See data (60)
Banking Efficiency Ratio Total non-interest expense incurred by the bank divided by total revenue (interest and non-interest income) generated by the bank over the same period of time, as a percentage. See data (56)
Mortgage Loans Closed per Originator The number of mortgage loans originated over a certain period of time divided by the total number of mortgage originators, or loan officers. See data (53)
Online Cash Management Customer Growth Rate The number of customers being serviced divided by the total number of customers managed by online Cash Management platforms at the same point in time, as a percentage. See data (50)
Non-performing Loan Ratio The total number of loans 90 days or more past due and given a non-accrual status divided by the total number of loans in the bank's servicing portfolio at the same point in time, as a percentage. See data (49)
Tier 1 Common Capital Ratio The total dollar amount of the bank's core equity capital divided by the total dollar amount of the risk weighted assets owned by the bank over the same period of time, as a percentage. See data (45)
Loan Loss Reserves as a Percentage of Gross Loans The dollar amount found within the loan loss reserve (the portion of a bank's cash holdings set aside to cover estimated losses in its loan portfolio) divided by the total dollar amount of unpaid loans managed by a bank at the same point in time, as a percentage. See data (45)
Investment Management Fee Revenue as a Percentage of Assets Under Management The dollar amount of firm-wide revenue (fees) collected for investment management and advisory services (involves portfolio management, financial counseling, brokerage and other transactional services) services divided by the total dollar value of assets managed by the firm, as a percentage. Includes both retail and institutional accounts. See data (43)
New Accounts Opened per Platform Employee The total number of new accounts opened over a certain period of time divided by the total number of platform banking employees (i.e., personal bankers, loan officers, etc. working in retail locations). See data (35)
Unit Cost: Teller Transaction The total teller-related cost of completing transactions divided by the total number of transactions completed by bank tellers at retail branch locations over the same period of time. See data (35)
Unit Cost: Commercial Loan Origination Total commercial loan origination and fulfillment expense incurred by the lending institution divided by the total number of commercial loans closed and funded over the same period of time. Total commercial loan origination and fulfillment expense should include fully-loaded labor costs (salary, benefits, bonuses, etc.), as well as other overhead costs such as occupancy, technology and vendor fees See data (35)

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