Measure Your CU Financial Performance

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Download sample CU Performance Benchmark reports to see a healthy versus an unhealthy FCU

CU Performance BenchmarkCheck out a sample of the new convenient slides format.

Sign up to receive your quarterly custom report! NAFCU member credit union staff and volunteers can subscribe online through their NAFCU website account.

If you've misplaced your emailed report, please contact research@nafcu.org to request it.

See How Your Credit Union Measures Up

Ensure that your credit union remains competitive. Our quarterly member-only CU Performance Benchmark report measures your credit union’s financial performance against regional and asset class peers and monitors emerging trends in the industry. This one-of-a-kind report gives you a customized financial performance analysis of your credit union based on earnings, expenses, asset quality, capital adequacy, loan quality, and risk.

Data to Help You Make Sound Strategic Decisions

  • Get individualized charts and tables unique to your credit union now in three convenient formats – PDF report, PDF slides, and Excel spreadsheet
  • Compare your credit union performance to regional and asset class peer averages
  • Benchmark and identify areas for improvement at your credit union
  • Determine annual and quarterly growth trends
  • Manage income, expenses, net interest margins, cost of funds and financial performance more effectively
  • Quickly educate your board and staff about your credit union's quarterly performance
  • Get definitions and clear explanations of key financial ratios

“This is awesome! I can’t believe how much information is condensed into a few sheets of paper. As a small CU, I would never be able to come up with all of this information, especially in a short period of time.”

– Jane T. Foster, CEO, NCCO, Lynchburg Municipal Employees FCU


Not a NAFCU member? Get free access to these insightful reports with a NAFCU membership for your credit union. Join now and get ½ off your dues!