CU Performance Benchmark and Operating Expense Reports

CU Performance Benchmark and Operating Expense Reports

Measure your credit union financial performance and see how you measure up

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 your quarterly custom report! NAFCU member credit union staff and volunteers can download their CU Performance Benchmark report through their NAFCU website account.

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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, PPT slidesand 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

If you would like to receive reports for previous quarters, please contact to request it.


Check out our Frequently Asked Questions (FAQs) for additional information about this report. 

Update your email subscriptions to receive a quarterly notification when your customized report is ready.*

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*NAFCU member-only publication.