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HAWAII STATE

Charter #1718 · HI

Mid-Market 1B-3B
300 CUs in 1B-3B nationally 5 in HI
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HAWAII STATE has 7 strengths but faces 5 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Engine: Top 50.8% in tier
  • + Organic Growth Leader: Top 50.8% in tier
  • + ROA 0.75% above tier average
  • + Net Interest Margin 0.15% above tier average
  • + Total Deposits: Top 1.0% in tier
  • + Total Assets: Top 2.7% in tier
  • + Share Certificate Concentration (%): Top 5.3% in tier

Key Concerns

Areas that may need attention

  • - Flatlined Growth: Bottom 87.6% in tier
  • - Deposit Outflow: Bottom 92.5% in tier
  • - Delinquency rate 0.21% above tier average
  • - Loan-to-Share Ratio: Bottom 8.3% in tier
  • - Deposit Growth Rate: Bottom 9.7% in tier

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 300 credit unions with $1B-$3B in assets nationally, and 1 of 5 that size in Hawaii.
  • Shares and deposits -1.3% year over year ($2.54B in shares and deposits).
  • Membership: 139,996 members, +2.1% vs a year ago.
  • Delinquency rate 1.07%.
  • Return on assets 1.57%.
  • Efficiency ratio 63.56% vs a 73.02% peer average.
  • Loan-to-share ratio 59.63% vs a 84.71% 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 (HI) National Avg Tier Percentile
Members 139,996
+2.1% YoY+0.7% QoQ
+43.1K 96,861
-1.9% YoY
19,590
+0.5% YoY
34,678
+6.6% YoY
85%
Assets $2.9B
+0.1% YoY-0.7% QoQ
+$1.1B $1.7B
+0.4% YoY
$386.0M
+4.8% YoY
$593.1M
+10.2% YoY
Top 3.0% in tier
Loans $1.5B
+9.5% YoY+2.5% QoQ
+$281.8M $1.2B
+0.7% YoY
$197.3M
+5.5% YoY
$418.6M
+10.1% YoY
72%
Deposits $2.5B
-1.3% YoY-1.2% QoQ
+$1.1B $1.5B
+0.5% YoY
$341.6M
+4.3% YoY
$504.8M
+10.3% YoY
Top 1.3% in tier

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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 1.6%
+79.3% YoY+23.6% QoQ
+0.7% 0.8%
+27.6% YoY
1.0%
+38.1% YoY
1.2%
+121.4% YoY
Top 7.0% in tier
NIM 3.6%
+22.0% YoY+2.3% QoQ
+0.2% 3.4%
+6.6% YoY
3.2%
+7.0% YoY
3.8%
+2.3% YoY
59%
Efficiency Ratio 63.6%
-15.8% YoY-7.0% QoQ
-9.5% 73.0%
-2.7% YoY
73.0%
-3.2% YoY
83.0%
-5.3% YoY
Top 14.7% in tier
Delinquency Rate 1.1%
-25.3% YoY+0.8% QoQ
+0.2 0.9%
+7.3% YoY
1.3%
-1.1% YoY
1.3%
+2.6% YoY
75%
Loan To Share 59.6%
+10.9% YoY+3.7% QoQ
-25.1% 84.7%
+0.1% YoY
53.4%
-3.2% YoY
66.4%
-1.4% YoY
Bottom 8.0% in tier
AMR $28,989
+0.4% YoY-0.6% QoQ
$-586 $29,575
+1.5% YoY
$23,604
+3.8% YoY
$20,028
-0.9% YoY
54%
CD Concentration 14.0%
+4.6% YoY-7.2% QoQ
-15.1% 29.1% 25.0% 20.0% Bottom 4.8% in tier
Indirect Auto % 1.1%
-19.0% YoY-2.9% QoQ
-17.0% 18.1% 4.8% 7.7% 18%

Signature Analysis

Strengths (2)

Organic Growth Engine

growth
#39 of 113 • Top 50.8% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 2.07%
(Tier: 3.16%, National: 15.67%)
but worse than tier avg
Return on Assets: 1.57%
(Tier: 0.84%, National: 1.23%)
better than tier avg
Indirect Auto %: 1.06%
(Tier: 18.08%, National: 7.71%)
better than tier avg
113 of 377 Mid-Market CUs have this signature | 490 nationally
↓ Shrinking -131 CUs YoY | Rank worsening

Organic Growth Leader

growth
#88 of 112 • Top 50.8% in tier

Attracting members (0.5-50% YoY) without heavy indirect auto dependency (<15%). Healthy, sustainable growth model.

Why This Signature
Member Growth (YoY): 2.07%
(Tier: 3.16%, National: 15.67%)
but worse than tier avg
Indirect Auto %: 1.06%
(Tier: 18.08%, National: 7.71%)
better than tier avg
112 of 377 Mid-Market CUs have this signature | 485 nationally
↓ Shrinking -20 CUs YoY | Rank worsening

Concerns (2)

Flatlined Growth

risk
#3 of 12 • Bottom 87.6% in tier

Asset growth stalled (-2% to +2%) despite healthy profitability (>0.25% ROA). Suggests untapped opportunity or strategic drift worth investigating.

Why This Signature
Asset Growth (YoY): 0.15%
(Tier: 6.52%, National: 3.30%)
worse than tier avg
Return on Assets: 1.57%
(Tier: 0.84%, National: 1.23%)
but better than tier avg
12 of 377 Mid-Market CUs have this signature | 57 nationally
↓ Shrinking -6 CUs YoY | New qualifier

Deposit Outflow

decline
#12 of 23 • Bottom 92.5% in tier

Members staying (>= -1% YoY) but deposits leaving. They're moving money to higher-yield competitors - rate pressure is real.

Why This Signature
Deposit Growth (YoY): -1.27%
(Tier: 6.36%, National: 100.69%)
worse than tier avg
Member Growth (YoY): 2.07%
(Tier: 3.16%, National: 15.67%)
worse than tier avg
23 of 377 Mid-Market CUs have this signature | 109 nationally
→ Stable (22→23 CUs) +1 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 300 peers in tier

Top Strengths (8 metrics)

4
Total Deposits
balance_sheet
Value: $2.54B
Peer Median: $1.30B
#4 of 300 Top 1.0% in 1B-3B tier
9
Total Assets
balance_sheet
Value: $2.86B
Peer Median: $1.51B
#9 of 300 Top 2.7% in 1B-3B tier
17
Share Certificate Concentration (%)
balance_sheet
Value: 14.00%
Peer Median: 28.24%
#17 of 300 Top 5.3% in 1B-3B tier
21
Return on Assets (ROA)
profitability
Value: 1.57%
Peer Median: 0.77%
#21 of 300 Top 6.7% in 1B-3B tier
37
Net Charge-Off Rate
risk
Value: 0.18%
Peer Median: 0.52%
#37 of 300 Top 12.0% in 1B-3B tier
45
Efficiency Ratio
profitability
Value: 63.56%
Peer Median: 73.62%
#45 of 300 Top 14.7% in 1B-3B tier
46
Total Members
engagement
Value: 139,996
Peer Median: 86,516
#46 of 300 Top 15.0% in 1B-3B tier
58
Indirect Auto Concentration (%)
balance_sheet
Value: 1.06%
Peer Median: 14.26%
#58 of 300 Top 19.0% in 1B-3B tier

Top Weaknesses (5 metrics)

276
Loan-to-Share Ratio
balance_sheet
Value: 59.63%
Peer Median: 87.07%
#276 of 300 Bottom 8.3% in 1B-3B tier
272
Deposit Growth Rate
growth
Value: -1.27%
Peer Median: 4.79%
#272 of 300 Bottom 9.7% in 1B-3B tier
260
Asset Growth Rate
growth
Value: 0.15%
Peer Median: 5.21%
#260 of 300 Bottom 13.7% in 1B-3B tier
227
Loan-to-Member Ratio (LMR)
engagement
Value: $10,829
Peer Median: $12,809
#227 of 300 Bottom 24.7% in 1B-3B tier
226
Total Delinquency Rate (60+ days)
risk
Value: 1.07%
Peer Median: 0.70%
#226 of 300 Bottom 25.0% in 1B-3B tier
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