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HARTFORD

Charter #14388 · CT

100M-500M
1024 CUs in 100M-500M nationally 13 in CT

HARTFORD has 2 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 50.0% in tier
  • + Share Certificate Concentration (%): Top 8.8% in tier

Key Concerns

Areas that may need attention

  • - Efficiency Drag: Bottom 50.0% in tier
  • - Stagnation Risk: Bottom 50.0% in tier
  • - Membership Headwinds: Bottom 50.0% in tier
  • - Credit Quality Pressure: Bottom 50.0% in tier
  • - Credit Risk Growth: Bottom 50.0% in tier
  • - Margin Compression: Bottom 50.0% in tier
  • - Efficiency ratio 6.57% above tier (higher cost structure)
  • - Delinquency rate 0.46% above tier average

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 1,024 credit unions with $100M-$500M in assets nationally, and 1 of 13 that size in Connecticut.
  • Shares and deposits +6.0% year over year ($137M in shares and deposits).
  • Membership: 16,060 members, -1.9% vs a year ago.
  • Delinquency rate 1.34%.
  • Return on assets 0.87%.
  • Efficiency ratio 83.30% vs a 76.73% peer average.
  • Loan-to-share ratio 52.16% vs a 71.54% 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 (CT) National Avg Tier Percentile
Members 16,060
-1.9% YoY-0.9% QoQ
+891 15,168
-2.6% YoY
14,203
+5.8% YoY
34,678
+6.6% YoY
63%
Assets $159.6M
+5.4% YoY+2.1% QoQ
$-72.4M $232.0M
+0.7% YoY
$248.5M
+12.0% YoY
$593.1M
+10.2% YoY
34%
Loans $71.5M
+4.4% YoY+1.5% QoQ
$-74.8M $146.3M
+0.2% YoY
$139.3M
+11.4% YoY
$418.6M
+10.1% YoY
18%
Deposits $137.0M
+6.0% YoY+2.3% QoQ
$-63.7M $200.7M
+0.2% YoY
$217.7M
+11.5% YoY
$504.8M
+10.3% YoY
34%

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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 0.9%
-12.3% YoY+23.1% QoQ
+0.0% 0.9%
+12.5% YoY
1.1%
+193.3% YoY
1.2%
+121.4% YoY
57%
NIM 3.6%
-2.0% YoY+0.9% QoQ
-0.1% 3.7%
+4.5% YoY
3.6%
-1.0% YoY
3.8%
+2.3% YoY
46%
Efficiency Ratio 83.3%
+2.1% YoY-3.2% QoQ
+6.6% 76.7%
-0.8% YoY
90.9%
-27.8% YoY
83.0%
-5.3% YoY
70%
Delinquency Rate 1.3%
+4.7% YoY-1.4% QoQ
+0.5 0.9%
+6.6% YoY
1.4%
+21.8% YoY
1.3%
+2.6% YoY
81%
Loan To Share 52.2%
-1.5% YoY-0.7% QoQ
-19.4% 71.5%
-0.3% YoY
53.6%
-1.6% YoY
66.4%
-1.4% YoY
Bottom 14.1% in tier
AMR $12,981
+7.5% YoY+2.9% QoQ
$-12K $25,107
+3.2% YoY
$17,514
+4.9% YoY
$20,028
-0.9% YoY
Bottom 3.6% in tier
CD Concentration 9.0%
+84.2% YoY+8.5% QoQ
-15.5% 24.6% 14.9% 20.0% 50%
Indirect Auto % 0.0% -13.6% 13.6% 4.3% 7.7% 50%

Signature Analysis

Strengths (1)

Wallet Share Momentum

growth
#247 of 483 • Top 50.0% in tier

Average member relationship growing 5%+ year-over-year. Members are significantly deepening their engagement.

Why This Signature
AMR Growth (YoY): 7.46%
(Tier: 3.97%, National: 35.20%)
better than tier avg
483 of 1024 Mid-Small & Community CUs have this signature | 635 nationally
↑ Growing +52 CUs YoY | New qualifier

Concerns (6)

Efficiency Drag

risk
#237 of 531 • Bottom 50.0% in tier

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

Why This Signature
Efficiency Ratio: 83.30%
(Tier: 76.58%, National: 82.97%)
worse than tier avg
ROA Change (YoY): -0.12% points
(Tier: 0.10% points, National: 0.47% points)
worse than tier avg
Member Growth (YoY): -1.88%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
531 of 1024 Mid-Small & Community CUs have this signature | 608 nationally
↓ Shrinking -37 CUs YoY | Rank improving

Stagnation Risk

risk
#335 of 549 • Bottom 50.0% in tier

Membership shrinking at least 0.5% year-over-year. Declining member base creates long-term risk even if current operations appear healthy.

Why This Signature
Member Growth (YoY): -1.88%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): 4.41%
(Tier: 4.13%, National: 78.26%)
but better than tier avg
Delinquency Rate: 1.34%
(Tier: 0.87%, National: 1.26%)
worse than tier avg
549 of 1024 Mid-Small & Community CUs have this signature | 653 nationally
↓ Shrinking -15 CUs YoY | Rank improving

Membership Headwinds

decline
#349 of 549 • Bottom 50.0% in tier

Membership declining year-over-year. They need solutions to stop the bleeding before it impacts revenue.

Why This Signature
Member Growth (YoY): -1.88%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
549 of 1024 Mid-Small & Community CUs have this signature | 653 nationally
↓ Shrinking -15 CUs YoY | Rank improving

Credit Quality Pressure

risk
#562 of 693 • Bottom 50.0% in tier

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

Why This Signature
Delinquency Change (YoY): 0.06% points
(Tier: 0.04% points, National: 0.08% points)
worse than tier avg
693 of 1024 Mid-Small & Community CUs have this signature | 962 nationally
↓ Shrinking -83 CUs YoY | New qualifier

Credit Risk Growth

risk
#395 of 472 • Bottom 50.0% in tier

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

Why This Signature
Loan Growth (YoY): 4.41%
(Tier: 4.13%, National: 78.26%)
but better than tier avg
Delinquency Change (YoY): 0.06% points
(Tier: 0.04% points, National: 0.08% points)
worse than tier avg
472 of 1024 Mid-Small & Community CUs have this signature | 688 nationally
↑ Growing +32 CUs YoY | New qualifier

Margin Compression

decline
#134 of 140 • Bottom 50.0% in tier

Profitability above 0.75% ROA but margins eroding by at least 0.10%. Something changed - rising costs or falling yields need addressing.

Why This Signature
Return on Assets: 0.87%
(Tier: 0.85%, National: 1.23%)
but better than tier avg
ROA (Prior Year): 0.99%
(Tier: 0.75%, National: 0.66%)
but better than tier avg
ROA Change (YoY): -0.12% points
(Tier: 0.10% points, National: 0.47% points)
worse than tier avg
140 of 1024 Mid-Small & Community CUs have this signature | 167 nationally
→ Stable (143→140 CUs) -3 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 1024 peers in tier

Top Strengths (5 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: 6.15%
#1 of 1024 Top 0.1% in 100M-500M tier
91
Share Certificate Concentration (%)
balance_sheet
Value: 9.03%
Peer Median: 23.39%
#91 of 1024 Top 8.8% in 100M-500M tier
158
Members Per Employee (MPE)
engagement
Value: 422.632
Peer Median: 310.924
#158 of 1024 Top 15.3% in 100M-500M tier
178
Net Charge-Off Rate
risk
Value: 0.11%
Peer Median: 0.34%
#178 of 1024 Top 17.3% in 100M-500M tier
195
AMR Growth Rate
growth
Value: 7.46%
Peer Median: 3.53%
#195 of 1024 Top 18.9% in 100M-500M tier

Top Weaknesses (6 metrics)

992
Loan-to-Member Ratio (LMR)
engagement
Value: $4,450
Peer Median: $9,434
#992 of 1024 Bottom 3.2% in 100M-500M tier
987
Average Member Relationship (AMR)
engagement
Value: $12,981
Peer Median: $23,006
#987 of 1024 Bottom 3.7% in 100M-500M tier
880
Loan-to-Share Ratio
balance_sheet
Value: 52.16%
Peer Median: 73.07%
#880 of 1024 Bottom 14.2% in 100M-500M tier
842
Total Loans
balance_sheet
Value: $71.46M
Peer Median: $124.04M
#842 of 1024 Bottom 17.9% in 100M-500M tier
839
First Mortgage Concentration (%)
balance_sheet
Value: 46.56%
Peer Median: 29.92%
#839 of 1024 Bottom 18.2% in 100M-500M tier
834
Total Delinquency Rate (60+ days)
risk
Value: 1.34%
Peer Median: 0.71%
#834 of 1024 Bottom 18.7% in 100M-500M tier
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