Measure Your CU Financial Performance

See How Your Credit Union Measures Up

CU Performance Benchmark

Ensure that your credit union remains competitive. NAFCU offers you two quarterly member-only reports to measure your credit union's performance against your peers. The CU Performance Benchmark report provides broad measures of your credit union's financial performance and compares them against your regional and asset class peers.

The Operating Expense report drills down into your credit union's non-interest expenses, comparing them with asset class averages and showing you where you rank amongst your peers. These reports give you a customized financial performance analysis of your credit union based on member growth, earnings, asset quality, capital adequacy, employee compensation and much more.

Download a sample CU Performance Benchmark report

Download a sample Operating Expense report

Check out a sample of the convenient slides format.

Data to Help You Make Sound Strategic Decisions

  • Get individualized charts and tables unique to your credit union 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
  • Find out whether management initiatives to reduce costs and improve financial performance are paying off
  • Quickly educate your board and staff about your credit union's quarterly performance
  • Get definitions and call report account code formulas for key financial ratios

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 reports, please contact research@nafcu.org to request it.