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SIKORSKY FINANCIAL

Charter #68453 · CT

Mid-Market 1B-3B
306 CUs in 1B-3B nationally 5 in CT
View Mid-Market leaderboard →

SIKORSKY FINANCIAL has 8 strengths but faces 1 concern

Key Strengths

Areas where this CU excels compared to peers

  • + Emerging Performer: Top 10.7% in tier
  • + Relationship Depth Leader: Top 28.7% in tier
  • + Wallet Share Momentum: Top 28.7% in tier
  • + Organic Growth Engine: Top 59.2% in tier
  • + Organic Growth Leader: Top 59.2% in tier
  • + ROA 0.63% above tier average
  • + Total Delinquency Rate (60+ days): Top 2.3% in tier
  • + Members Per Employee (MPE): Top 5.9% in tier

Key Concerns

Areas that may need attention

  • - First Mortgage Concentration (%): Bottom 6.2% in tier

Core Metrics

As of 2026-Q1

Metric Current vs Tier Tier Avg State Avg (CT) National Avg Tier Percentile
Members 67,020
+1.3% YoY-1.2% QoQ
-29.0K 96,048
-2.7% YoY
14,157
+8.2% YoY
33,913
+5.7% YoY
22%
Assets $1.4B
+7.1% YoY+2.6% QoQ
$-282.7M $1.7B
+0.4% YoY
$246.5M
+13.9% YoY
$578.3M
+9.0% YoY
40%
Loans $1.0B
+7.5% YoY-0.1% QoQ
$-193.5M $1.2B
+0.2% YoY
$136.3M
+13.4% YoY
$402.4M
+8.7% YoY
41%
Deposits $1.2B
+6.3% YoY+2.8% QoQ
$-220.9M $1.5B
+0.5% YoY
$217.1M
+13.8% YoY
$494.3M
+9.1% YoY
45%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 1.4%
+27.8% YoY-7.0% QoQ
+0.6% 0.7%
+27.6% YoY
0.6%
+218.7% YoY
0.4%
-39.2% YoY
Top 10.5% in tier
NIM 3.2%
+4.1% YoY-0.4% QoQ
-0.2% 3.4%
+6.2% YoY
3.6%
+1.6% YoY
3.8%
+4.1% YoY
36%
Efficiency Ratio 61.6%
-9.7% YoY-0.9% QoQ
-13.0% 74.6%
-3.0% YoY
83.6%
-6.8% YoY
84.6%
+2.8% YoY
Top 9.2% in tier
Delinquency Rate 0.1%
-24.7% YoY-46.9% QoQ
-0.6 0.8%
+6.9% YoY
2.5%
+122.5% YoY
1.2%
+3.4% YoY
Top 2.3% in tier
Loan To Share 82.0%
+1.0% YoY-2.9% QoQ
-1.2% 83.2%
-0.4% YoY
52.8%
-1.3% YoY
65.6%
-1.4% YoY
39%
AMR $33,793
+5.5% YoY+2.7% QoQ
+$4K $29,652
+2.3% YoY
$17,581
+5.9% YoY
$19,920
+1.6% YoY
78%
CD Concentration 28.0%
+8.3% YoY-2.3% QoQ
-0.8% 28.8% 14.5% 19.8% 48%
Indirect Auto % 2.4%
-24.4% YoY-6.9% QoQ
-15.7% 18.1% 4.5% 7.7% 21%

Signature Analysis

Strengths (5)

Organic Growth Engine

growth
#45 of 115 • Top 59.2% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 1.29%
(Tier: 3.50%, National: 10.19%)
but worse than tier avg
Return on Assets: 1.35%
(Tier: 0.72%, National: 0.39%)
better than tier avg
Indirect Auto %: 2.39%
(Tier: 18.07%, National: 7.73%)
better than tier avg
115 of 384 Mid-Market CUs have this signature | 499 nationally
→ No prior data (115 CUs now) | New qualifier

Relationship Depth Leader

growth
#31 of 64 • Top 28.7% 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): 5.48%
(Tier: 3.34%, National: 6.36%)
better than tier avg
Share Draft per Member: $2.7K
(Tier: $3.3K, National: $2.1K)
but worse than tier avg
64 of 384 Mid-Market CUs have this signature | 342 nationally
↑ Growing +9 CUs YoY

Emerging Performer

growth
#46 of 79 • Top 10.7% 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: 1.35%
(Tier: 0.72%, National: 0.39%)
better than tier avg
Member Growth (YoY): 1.29%
(Tier: 3.50%, National: 10.19%)
but worse than tier avg
79 of 384 Mid-Market CUs have this signature | 260 nationally
→ No prior data (79 CUs now) | New qualifier

Organic Growth Leader

growth
#98 of 116 • Top 59.2% in tier

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

Why This Signature
Member Growth (YoY): 1.29%
(Tier: 3.50%, National: 10.19%)
but worse than tier avg
Indirect Auto %: 2.39%
(Tier: 18.07%, National: 7.73%)
better than tier avg
116 of 384 Mid-Market CUs have this signature | 518 nationally
→ No prior data (116 CUs now) | New qualifier

Wallet Share Momentum

growth
#109 of 125 • Top 28.7% in tier

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

Why This Signature
AMR Growth (YoY): 5.48%
(Tier: 3.34%, National: 6.36%)
better than tier avg
125 of 384 Mid-Market CUs have this signature | 637 nationally
↑ Growing +31 CUs YoY | Rank worsening

Concerns (0)

No concerns identified

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 306 peers in tier

Top Strengths (9 metrics)

8
Total Delinquency Rate (60+ days)
risk
Value: 0.11%
Peer Median: 0.63%
#8 of 306 Top 2.3% in 1B-3B tier
19
Members Per Employee (MPE)
engagement
Value: 500.149
Peer Median: 345.077
#19 of 306 Top 5.9% in 1B-3B tier
29
Efficiency Ratio
profitability
Value: 61.58%
Peer Median: 75.16%
#29 of 306 Top 9.2% in 1B-3B tier
29
Net Charge-Off Rate
risk
Value: 0.14%
Peer Median: 0.51%
#29 of 306 Top 9.2% in 1B-3B tier
32
Return on Assets (ROA)
profitability
Value: 1.35%
Peer Median: 0.66%
#32 of 306 Top 10.1% in 1B-3B tier
68
Average Member Relationship (AMR)
engagement
Value: $33,793
Peer Median: $28,178
#68 of 306 Top 21.9% in 1B-3B tier
71
Indirect Auto Concentration (%)
balance_sheet
Value: 2.39%
Peer Median: 13.86%
#71 of 306 Top 22.9% in 1B-3B tier
72
Net Worth Ratio
risk
Value: 12.69%
Peer Median: 10.85%
#72 of 306 Top 23.2% in 1B-3B tier
73
Loan-to-Member Ratio (LMR)
engagement
Value: $15,222
Peer Median: $12,733
#73 of 306 Top 23.5% in 1B-3B tier

Top Weaknesses (3 metrics)

288
First Mortgage Concentration (%)
balance_sheet
Value: 59.04%
Peer Median: 33.05%
#288 of 306 Bottom 6.2% in 1B-3B tier
273
Fee Income Per Member
profitability
Value: $123.07
Peer Median: $191.54
#273 of 306 Bottom 11.1% in 1B-3B tier
237
Total Members
engagement
Value: 67,020
Peer Median: 85,918
#237 of 306 Bottom 22.9% in 1B-3B tier
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