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ALTRA

Charter #24077 · WI

Mid-Market 3B-5B
77 CUs in 3B-5B nationally 5 in WI
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ALTRA has 7 strengths but faces 2 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Engine: Top 46.2% in tier
  • + Organic Growth Leader: Top 46.2% in tier
  • + Relationship Depth Leader: Top 48.1% in tier
  • + ROA 0.74% above tier average
  • + Net Interest Margin 0.52% above tier average
  • + Loan-to-Share Ratio: Top 5.2% in tier
  • + Share Certificate Concentration (%): Top 9.1% in tier

Key Concerns

Areas that may need attention

  • - Liquidity Strain: Bottom 2.7% in tier
  • - Total Deposits: Bottom 7.8% 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 77 credit unions with $3B-$5B in assets nationally, and 1 of 5 that size in Wisconsin.
  • Shares and deposits +3.9% year over year ($2.58B in shares and deposits).
  • Membership: 160,726 members, +2.3% vs a year ago.
  • Delinquency rate 0.46%.
  • Return on assets 1.67%.
  • Efficiency ratio 59.82% vs a 69.45% peer average.
  • Loan-to-share ratio 109.84% vs a 90.24% 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 (WI) National Avg Tier Percentile
Members 160,726
+2.3% YoY+1.1% QoQ
-55.8K 216,545
-9.5% YoY
40,085
+5.1% YoY
34,678
+6.6% YoY
16%
Assets $3.1B
+4.5% YoY+1.5% QoQ
$-760.6M $3.9B
-1.6% YoY
$782.0M
+12.1% YoY
$593.1M
+10.2% YoY
Bottom 10.4% in tier
Loans $2.8B
+7.6% YoY+3.1% QoQ
$-101.3M $2.9B
-1.2% YoY
$600.2M
+11.1% YoY
$418.6M
+10.1% YoY
43%
Deposits $2.6B
+3.9% YoY+0.4% QoQ
$-681.0M $3.3B
-2.6% YoY
$658.6M
+12.2% YoY
$504.8M
+10.3% YoY
Bottom 6.5% 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 1.7%
+16.0% YoY+1.7% QoQ
+0.7% 0.9%
+25.3% YoY
1.0%
+81.4% YoY
1.2%
+121.4% YoY
Top 3.9% in tier
NIM 3.7%
+8.1% YoY+0.4% QoQ
+0.5% 3.2%
+3.8% YoY
3.7%
+9.7% YoY
3.8%
+2.3% YoY
82%
Efficiency Ratio 59.8%
+1.8% YoY-3.2% QoQ
-9.6% 69.5%
-2.3% YoY
75.5%
-0.0% YoY
83.0%
-5.3% YoY
Top 14.3% in tier
Delinquency Rate 0.5%
-27.3% YoY+3.0% QoQ
-0.4 0.8%
+5.5% YoY
0.8%
-17.5% YoY
1.3%
+2.6% YoY
29%
Loan To Share 109.8%
+3.6% YoY+2.7% QoQ
+19.6% 90.2%
+0.9% YoY
79.3%
-0.8% YoY
66.4%
-1.4% YoY
Top 6.5% in tier
AMR $33,636
+3.4% YoY+0.6% QoQ
+$3K $31,018
+6.9% YoY
$24,272
+7.8% YoY
$20,028
-0.9% YoY
71%
CD Concentration 19.9%
-8.5% YoY-2.7% QoQ
-9.2% 29.1% 21.6% 20.0% Bottom 12.8% in tier
Indirect Auto % 12.0%
+2.5% YoY+5.3% QoQ
-6.1% 18.1% 8.4% 7.7% 42%

Signature Analysis

Strengths (3)

Organic Growth Engine

growth
#47 of 113 • Top 46.2% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 2.28%
(Tier: 3.16%, National: 15.67%)
but worse than tier avg
Return on Assets: 1.67%
(Tier: 0.84%, National: 1.23%)
better than tier avg
Indirect Auto %: 11.96%
(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
#78 of 112 • Top 46.2% in tier

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

Why This Signature
Member Growth (YoY): 2.28%
(Tier: 3.16%, National: 15.67%)
but worse than tier avg
Indirect Auto %: 11.96%
(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

Relationship Depth Leader

growth
#51 of 69 • Top 48.1% in tier

Top-tier average member relationship within peer group, with stable or growing engagement. Strong wallet share positioning.

Why This Signature
AMR Growth (YoY): 3.45%
(Tier: 3.62%, National: 35.20%)
but worse than tier avg
Share Draft per Member: $3.6K
(Tier: $3.2K, National: $2.1K)
better than tier avg
69 of 377 Mid-Market CUs have this signature | 354 nationally
↑ Growing +9 CUs YoY | New qualifier

Concerns (1)

Liquidity Strain

risk
#13 of 168 • Bottom 2.7% in tier

Loan demand outpacing deposits. They're bumping against liquidity limits - need funding solutions.

Why This Signature
Loan-to-Share Ratio: 109.84%
(Tier: 85.94%, National: 66.39%)
but better than tier avg
Loan Growth (YoY): 7.64%
(Tier: 6.76%, National: 78.26%)
but better than tier avg
168 of 377 Mid-Market CUs have this signature | 432 nationally
→ Stable (173→168 CUs) -5 CUs YoY | Rank improving

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 77 peers in tier

Top Strengths (8 metrics)

3
Return on Assets (ROA)
profitability
Value: 1.67%
Peer Median: 0.94%
#3 of 77 Top 2.6% in 3B-5B tier
5
Loan-to-Share Ratio
balance_sheet
Value: 109.84%
Peer Median: 93.34%
#5 of 77 Top 5.2% in 3B-5B tier
8
Share Certificate Concentration (%)
balance_sheet
Value: 19.91%
Peer Median: 32.00%
#8 of 77 Top 9.1% in 3B-5B tier
12
Efficiency Ratio
profitability
Value: 59.82%
Peer Median: 68.32%
#12 of 77 Top 14.3% in 3B-5B tier
13
Net Worth Ratio
risk
Value: 12.68%
Peer Median: 10.81%
#13 of 77 Top 15.6% in 3B-5B tier
14
Net Interest Margin (NIM)
profitability
Value: 3.75%
Peer Median: 3.28%
#14 of 77 Top 16.9% in 3B-5B tier
14
Fee Income Per Member
profitability
Value: $258.10
Peer Median: $211.54
#14 of 77 Top 16.9% in 3B-5B tier
16
Loan-to-Member Ratio (LMR)
engagement
Value: $17,607
Peer Median: $13,282
#16 of 77 Top 19.5% in 3B-5B tier

Top Weaknesses (5 metrics)

72
Total Deposits
balance_sheet
Value: $2.58B
Peer Median: $3.34B
#72 of 77 Bottom 7.8% in 3B-5B tier
69
Total Assets
balance_sheet
Value: $3.14B
Peer Median: $3.97B
#69 of 77 Bottom 11.7% in 3B-5B tier
65
Total Members
engagement
Value: 160,726
Peer Median: 211,695
#65 of 77 Bottom 16.9% in 3B-5B tier
62
Members Per Employee (MPE)
engagement
Value: 315.768
Peer Median: 390.144
#62 of 77 Bottom 20.8% in 3B-5B tier
61
First Mortgage Concentration (%)
balance_sheet
Value: 43.82%
Peer Median: 32.92%
#61 of 77 Bottom 22.1% in 3B-5B tier
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