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PENNSYLVANIA STATE EMPLOYEES

Charter #64131 · PA

Large 7B-10B
28 CUs in 7B-10B nationally 2 in PA
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PENNSYLVANIA STATE EMPLOYEES has 5 strengths but faces 4 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 12.5% in tier
  • + ROA 0.95% above tier average
  • + Net Interest Margin 0.82% above tier average
  • + Efficiency Ratio: Top 0.1% in tier
  • + Members Per Employee (MPE): Top 7.1% in tier

Key Concerns

Areas that may need attention

  • - Indirect Auto Dependency: Bottom 42.2% in tier
  • - Membership Headwinds: Bottom 93.8% in tier
  • - Stagnation Risk: Bottom 93.8% in tier
  • - Member decline: -3.0% YoY

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 28 credit unions with $7B-$10B in assets nationally, and 1 of 2 that size in Pennsylvania.
  • Shares and deposits +5.6% year over year ($8.48B in shares and deposits).
  • Membership: 547,167 members, -3.0% vs a year ago.
  • Delinquency rate 0.75%.
  • Return on assets 1.98%.
  • Efficiency ratio 49.27% vs a 66.07% peer average.
  • Loan-to-share ratio 84.00% vs a 81.29% 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 (PA) National Avg Tier Percentile
Members 547,167
-3.0% YoY+0.2% QoQ
+108.3K 438,885
-1.1% YoY
18,280
+5.8% YoY
34,678
+6.6% YoY
82%
Assets $9.7B
+7.2% YoY+0.3% QoQ
+$734.5M $8.9B
+0.0% YoY
$308.6M
+9.9% YoY
$593.1M
+10.2% YoY
75%
Loans $7.1B
+7.1% YoY+2.4% QoQ
+$906.6M $6.2B
-0.6% YoY
$207.1M
+9.1% YoY
$418.6M
+10.1% YoY
82%
Deposits $8.5B
+5.6% YoY-0.2% QoQ
+$822.9M $7.7B
+2.7% YoY
$264.2M
+9.3% YoY
$504.8M
+10.3% YoY
Top 14.3% 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 2.0%
+38.9% YoY+10.9% QoQ
+1.0% 1.0%
+4.7% YoY
1.0%
+23.3% YoY
1.2%
+121.4% YoY
Top 7.1% in tier
NIM 3.9%
+3.3% YoY+1.4% QoQ
+0.8% 3.1%
+6.6% YoY
3.5%
+2.1% YoY
3.8%
+2.3% YoY
Top 7.1% in tier
Efficiency Ratio 49.3%
-8.2% YoY-2.7% QoQ
-16.8% 66.1%
+1.6% YoY
76.6%
-2.6% YoY
83.0%
-5.3% YoY
Top 0.1% in tier
Delinquency Rate 0.8%
-13.4% YoY-2.1% QoQ
+0.0 0.8%
+23.1% YoY
1.2%
-8.4% YoY
1.3%
+2.6% YoY
54%
Loan To Share 84.0%
+1.4% YoY+2.7% QoQ
+2.7% 81.3%
-3.8% YoY
53.4%
-2.0% YoY
66.4%
-1.4% YoY
57%
AMR $28,514
+9.6% YoY+0.7% QoQ
$-9K $37,279
+8.1% YoY
$16,967
+3.7% YoY
$20,028
-0.9% YoY
36%
CD Concentration 25.0%
-0.3% YoY-0.7% QoQ
-3.3% 28.3% 15.6% 20.0% 33%
Indirect Auto % 27.6%
-3.5% YoY+0.0% QoQ
+10.8% 16.8% 8.4% 7.7% 80%

Signature Analysis

Strengths (1)

Wallet Share Momentum

growth
#8 of 20 • Top 12.5% in tier

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

Why This Signature
AMR Growth (YoY): 9.57%
(Tier: 4.16%, National: 35.20%)
better than tier avg
20 of 67 Large CUs have this signature | 635 nationally
→ Stable (17→20 CUs) +3 CUs YoY

Concerns (3)

Indirect Auto Dependency

risk
#7 of 35 • Bottom 42.2% in tier

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

Why This Signature
Asset Growth (YoY): 7.15%
(Tier: 8.71%, National: 3.30%)
worse than tier avg
Indirect Auto %: 27.59%
(Tier: 16.81%, National: 7.71%)
worse than tier avg
Member Growth (YoY): -3.01%
(Tier: 4.24%, National: 15.67%)
worse than tier avg
35 of 67 Large CUs have this signature | 714 nationally
→ Stable (33→35 CUs) +2 CUs YoY

Membership Headwinds

decline
#5 of 13 • Bottom 93.8% in tier

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

Why This Signature
Member Growth (YoY): -3.01%
(Tier: 4.24%, National: 15.67%)
worse than tier avg
13 of 67 Large CUs have this signature | 653 nationally
→ Stable (11→13 CUs) +2 CUs YoY

Stagnation Risk

risk
#8 of 13 • Bottom 93.8% 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): -3.01%
(Tier: 4.24%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): 7.07%
(Tier: 7.79%, National: 78.26%)
worse than tier avg
Delinquency Rate: 0.75%
(Tier: 0.79%, National: 1.26%)
but better than tier avg
13 of 67 Large CUs have this signature | 653 nationally
→ Stable (11→13 CUs) +2 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 28 peers in tier

Top Strengths (9 metrics)

1
Efficiency Ratio
profitability
Value: 49.27%
Peer Median: 63.82%
#1 of 28 Top 0.1% in 7B-10B tier
2
Return on Assets (ROA)
profitability
Value: 1.98%
Peer Median: 1.12%
#2 of 28 Top 3.6% in 7B-10B tier
2
Net Interest Margin (NIM)
profitability
Value: 3.90%
Peer Median: 3.12%
#2 of 28 Top 3.6% in 7B-10B tier
3
Members Per Employee (MPE)
engagement
Value: 634.029
Peer Median: 394.254
#3 of 28 Top 7.1% in 7B-10B tier
4
AMR Growth Rate
growth
Value: 9.57%
Peer Median: 3.49%
#4 of 28 Top 10.7% in 7B-10B tier
4
Total Deposits
balance_sheet
Value: $8.48B
Peer Median: $7.79B
#4 of 28 Top 10.7% in 7B-10B tier
5
Total Loans
balance_sheet
Value: $7.12B
Peer Median: $6.60B
#5 of 28 Top 14.3% in 7B-10B tier
5
Total Members
engagement
Value: 547,167
Peer Median: 451,813
#5 of 28 Top 14.3% in 7B-10B tier
7
Total Assets
balance_sheet
Value: $9.65B
Peer Median: $9.14B
#7 of 28 Top 21.4% in 7B-10B tier

Top Weaknesses (3 metrics)

25
Member Growth Rate
growth
Value: -3.01%
Peer Median: 2.28%
#25 of 28 Bottom 14.3% in 7B-10B tier
24
Net Charge-Off Rate
risk
Value: 0.85%
Peer Median: 0.42%
#24 of 28 Bottom 17.9% in 7B-10B tier
23
Indirect Auto Concentration (%)
balance_sheet
Value: 27.59%
Peer Median: 15.88%
#23 of 28 Bottom 21.4% in 7B-10B tier
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