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SIDNEY

Charter #6011 · NY

Mid-Market 1B-3B
300 CUs in 1B-3B nationally 12 in NY
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SIDNEY has 6 strengths but faces 3 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Emerging Performer: Top 17.6% in tier
  • + Wallet Share Momentum: Top 21.5% in tier
  • + ROA 0.40% above tier average
  • + Net Interest Margin 0.70% above tier average
  • + Asset Growth Rate: Top 9.0% in tier
  • + Deposit Growth Rate: Top 9.7% in tier

Key Concerns

Areas that may need attention

  • - Indirect Auto Dependency: Bottom 10.8% in tier
  • - Liquidity Strain: Bottom 44.5% in tier
  • - Share Certificate Concentration (%): Bottom 7.7% 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 12 that size in New York.
  • Shares and deposits +12.3% year over year ($1.14B in shares and deposits).
  • Membership: 75,995 members, +2.6% vs a year ago.
  • Delinquency rate 0.85%.
  • Return on assets 1.22%.
  • Efficiency ratio 67.25% vs a 73.02% peer average.
  • Loan-to-share ratio 90.06% 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 (NY) National Avg Tier Percentile
Members 75,995
+2.6% YoY+0.8% QoQ
-20.9K 96,861
-1.9% YoY
27,051
+5.9% YoY
34,678
+6.6% YoY
36%
Assets $1.3B
+12.9% YoY-0.8% QoQ
$-449.9M $1.7B
+0.4% YoY
$505.5M
+8.1% YoY
$593.1M
+10.2% YoY
28%
Loans $1.0B
+6.4% YoY+1.6% QoQ
$-209.3M $1.2B
+0.7% YoY
$338.7M
+9.1% YoY
$418.6M
+10.1% YoY
40%
Deposits $1.1B
+12.3% YoY-1.3% QoQ
$-325.3M $1.5B
+0.5% YoY
$431.4M
+8.2% 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 1.2%
+33.9% YoY-6.7% QoQ
+0.4% 0.8%
+27.6% YoY
1.2%
+60.1% YoY
1.2%
+121.4% YoY
83%
NIM 4.1%
+0.7% YoY+2.8% QoQ
+0.7% 3.4%
+6.6% YoY
3.6%
-0.3% YoY
3.8%
+2.3% YoY
Top 8.3% in tier
Efficiency Ratio 67.2%
-3.8% YoY+0.3% QoQ
-5.8% 73.0%
-2.7% YoY
80.5%
+0.8% YoY
83.0%
-5.3% YoY
24%
Delinquency Rate 0.8%
-10.8% YoY+17.2% QoQ
+0.0 0.9%
+7.3% YoY
1.7%
-18.0% YoY
1.3%
+2.6% YoY
62%
Loan To Share 90.1%
-5.3% YoY+2.9% QoQ
+5.3% 84.7%
+0.1% YoY
59.8%
-1.2% YoY
66.4%
-1.4% YoY
60%
AMR $28,462
+6.6% YoY-0.7% QoQ
$-1K $29,575
+1.5% YoY
$19,620
+2.7% YoY
$20,028
-0.9% YoY
52%
CD Concentration 41.2%
+3.9% YoY+1.0% QoQ
+12.1% 29.1% 16.4% 20.0% Top 9.3% in tier
Indirect Auto % 34.7%
-21.5% YoY-5.2% QoQ
+16.6% 18.1% 2.7% 7.7% 83%

Signature Analysis

Strengths (2)

Emerging Performer

growth
#32 of 82 • Top 17.6% in tier

Smaller CU (bottom 50% by assets in tier) with strong profitability (ROA > 0.5%) AND growth (members >= 1%). Emerging leaders worth watching.

Why This Signature
Return on Assets: 1.22%
(Tier: 0.84%, National: 1.23%)
better than tier avg
Member Growth (YoY): 2.60%
(Tier: 3.16%, National: 15.67%)
but worse than tier avg
82 of 377 Mid-Market CUs have this signature | 283 nationally
↑ Growing +14 CUs YoY | Rank worsening

Wallet Share Momentum

growth
#80 of 125 • Top 21.5% in tier

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

Why This Signature
AMR Growth (YoY): 6.64%
(Tier: 3.62%, National: 35.20%)
better than tier avg
125 of 377 Mid-Market CUs have this signature | 635 nationally
↑ Growing +22 CUs YoY | Rank worsening

Concerns (2)

Indirect Auto Dependency

risk
#22 of 193 • Bottom 10.8% in tier

Significant portion of loan portfolio in indirect auto (>15%). This concentration creates dependency on dealer relationships.

Why This Signature
Asset Growth (YoY): 12.94%
(Tier: 6.52%, National: 3.30%)
but better than tier avg
Indirect Auto %: 34.66%
(Tier: 18.08%, National: 7.71%)
worse than tier avg
Member Growth (YoY): 2.60%
(Tier: 3.16%, National: 15.67%)
worse than tier avg
193 of 377 Mid-Market CUs have this signature | 714 nationally
↓ Shrinking -10 CUs YoY | Rank worsening

Liquidity Strain

risk
#149 of 168 • Bottom 44.5% in tier

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

Why This Signature
Loan-to-Share Ratio: 90.06%
(Tier: 85.94%, National: 66.39%)
but better than tier avg
Loan Growth (YoY): 6.39%
(Tier: 6.76%, National: 78.26%)
worse than tier avg
168 of 377 Mid-Market CUs have this signature | 432 nationally
→ Stable (173→168 CUs) -5 CUs YoY | Rank worsening

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 (6 metrics)

25
Net Interest Margin (NIM)
profitability
Value: 4.13%
Peer Median: 3.46%
#25 of 300 Top 8.0% in 1B-3B tier
28
Asset Growth Rate
growth
Value: 12.94%
Peer Median: 5.21%
#28 of 300 Top 9.0% in 1B-3B tier
30
Deposit Growth Rate
growth
Value: 12.30%
Peer Median: 4.79%
#30 of 300 Top 9.7% in 1B-3B tier
50
Return on Assets (ROA)
profitability
Value: 1.22%
Peer Median: 0.77%
#50 of 300 Top 16.3% in 1B-3B tier
66
AMR Growth Rate
growth
Value: 6.64%
Peer Median: 3.19%
#66 of 300 Top 21.7% in 1B-3B tier
74
Efficiency Ratio
profitability
Value: 67.25%
Peer Median: 73.62%
#74 of 300 Top 24.3% in 1B-3B tier

Top Weaknesses (3 metrics)

278
Share Certificate Concentration (%)
balance_sheet
Value: 41.22%
Peer Median: 28.24%
#278 of 300 Bottom 7.7% in 1B-3B tier
252
Indirect Auto Concentration (%)
balance_sheet
Value: 34.66%
Peer Median: 14.26%
#252 of 300 Bottom 16.3% in 1B-3B tier
242
Fee Income Per Member
profitability
Value: $153.99
Peer Median: $204.73
#242 of 300 Bottom 19.7% in 1B-3B tier
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