Peer Group Comparisons

By Liz Furman | Oct. 17, 2016

How credit unions, assets, and member relationships have evolved the past decade and a half.

By Liz Furman | Sept. 26, 2016

How do financial cooperatives in the Lone Star State stack up against other credit unions?

By Liz Furman | Aug. 15, 2016

As strategic planning season rolls in, consider what metrics will showcase the credit union to members, the board, and the community.


Is Your Inbox Missing Out?

Sign up for the free newsletter and be the first to read our newest coverage of credit union strategies and insights.

sign up today



By Marc Rapport | Feb. 22, 2016

Mountain America Credit Union is a veteran user of cash management analytics, but it’s still learning how to optimize its understanding of and confidence in the system.

By Stephanie Clark | Dec. 7, 2015

We weren't afraid to ask. Results from the Callahan & Associates 2016 Supplier Market Share Guide: Credit Union Core Processors underscore an evolving space, with new offerings and providers popping up.

By Callahan & Associates, Inc. | Jan. 27, 2015

Callahan chairman Chip Filson and senior analyst Andrew Bolton explore the changes to NCUA's proposed risk-based capital rule.

By Janet Lee | April 14, 2014

Credit union executives need to know what questions to ask in different situations and understand the pros and cons of various ratios to best analyze the balance sheet.

By Jay Johnson | April 14, 2014

How to re-examine traditional benchmarking metrics and truly tell the credit union’s story.

By Andrew Bolton | March 10, 2014

Data shows how some credit unions are able to obtain a better investment return than others.

By Mark Reed | April 10, 2013

By Mark Reed | Oct. 9, 2012

Credit unions are weighing opportunities for growth against increased expenses.

By Rebecca McClay | June 11, 2012

Credit unions catering to Ukrainian Americans are finding their footing in lending while reducing delinquency.

By Mark Reed | April 30, 2012

Credit union employees are handling more members and accounts than ever before.

By Lydia Cole | Dec. 12, 2011

A peer group comparison evaluating whether credit unions that grant first mortgages perform differently than other credit unions.

By Lydia Cole | July 4, 2011

Expenses for marketing grew 4% in the first quarter of 2011 as a result of credit unions’ priorities, not their size.

By Aaron Pugh | Jan. 6, 2011

Portfolio analysis reveals increased stability of Kansas cooperatives.

By Nick Connors | Jan. 3, 2011

A focused peer group comparison yields sharp insight.

By Thomas Cullen | Dec. 9, 2010

A deeper dive into Oklahoma's overall performance and key performance metrics for its 10 largest credit unions.

Connect Four

By Thomas Cullen | Dec. 9, 2010

These four credit unions represent the diversity of Oklahoma's cooperative movement.

By Lydia Cole | Oct. 21, 2010

In some instances community-chartered credit unions perform differently than credit unions with more traditional fields of membership.

By Alix Patterson | July 26, 2010

Evaluating both micro and macro industry performance helps credit unions synthesize different levels of analysis and create a narrative of strengths and weaknesses.

By Rebecca Wessler | July 8, 2010

The first quarter 2010 issue also features CUSO non-interest income data and an in-depth case study about Wright-Patt Credit Union’s living brand.

By Chris Tissue | April 19, 2010

Like other industries, credit unions pulled back marketing expenses in 2009. As competition returns, your marketing budget might not have to.

By Chris Tissue | March 29, 2010

In an environment of shrinking loan demand, low investment yields, and excess deposits, credit unions that offer short-term loan products have advantages.

By Nick Connors | Feb. 1, 2010

By analyzing credit union performance data in the home states of each Super Bowl contender, Callahan & Associates predicts which team will reign supreme.

By Elliott Kashner | Jan. 18, 2010

How does the relative size of your mortgage lending program influence the way your credit union does business? These peer comparisons might help as you develop your mortgage strategy.

By Sam Brownell | Oct. 19, 2009

For every characteristic of a credit union’s business model, there is also a data point that should be considered when defining a peer group. Here are three starting points to give you an idea of how you could define your own business model.

By Sam Brownell | Oct. 5, 2009

As one point of contact for questions regarding Callahan & Associates' financial analysis software, I have firsthand knowledge of how many people in the industry select a "peer group" of credit unions for benchmarking. Almost all of you are doing it wrong.

By Sam Brownell | Oct. 2, 2009

Here is a quick multiple choice question for you: Why is benchmarking an essential element of pushing your credit union to success?

By Alix Patterson | May 18, 2009

Unlike NCUA’s constantly moving targets, the industry has solid numbers to stand on and build an actionable base to work from.

By Lydia Cole | March 30, 2009

Callahan’s Return of the Member score quantifies member value. But do leading credit unions in this metric also demonstrate above average financial performance?

By Nick Connors | March 9, 2009

California. Florida. Nevada. Michigan. Ohio. If you've turned on the television at all in the past 9 months, you've certainly heard how much the local economies in these states have struggled. For the credit unions in these states the current market has created its fair share of market challenges, but it has also created opportunities for success.

By Ray Springsteen | April 14, 2008

Is share growth of 5% a good performance? If so, how good is it? Benchmarking performance with a peer group can give more meaning to a credit union’s performance.

By Lydia Cole | March 10, 2008

Among credit unions between $250 million and $1 billion in assets, 40% opened a new branch in 2007. Did their performance differ significantly from the 60% that didn’t open a branch?

By Dan Walter | Jan. 28, 2008

Analyzing credit union performance against segmented peer groups can improve benchmarking. While broad industry averages can help in tracking large-scale trends, at times the comparison can be misleading for evaluating individual credit union performance. Is share growth of 5% a good performance? If so, how good is it?

By Sara Gaab | Nov. 5, 2007

Take a look at Navy, State Employees, and Pentagon's 3Q results. All three industry leaders have posted strong growth.

By Tom Geggel | Oct. 30, 2006

How does the performance of the largest credit union by asset size in each state compare to the industry?

By Jay Johnson | Oct. 16, 2006

Results demonstrate still growth momentum in the credit union system, but there is no clear overriding explanation.

By Mike Philbin | Nov. 7, 2005

A multi-faceted benchmarking process can help credit unions extract more value from their investment portfolios

By Jay Johnson | Aug. 22, 2005

The 100 largest credit unions posted strong financial performance and solid growth through June 2005 while distributing $1.9 billion in dividends to members in the first six months of the year.

By Annie Sebastian | Aug. 1, 2005

Initiating a data processor conversion is daunting; learn tips from two leading credit unions for how they initiated the process with confidence.

By Bret Remey | March 14, 2005

Chip Filson provided an analysis of the past year accompanied by two firsthand case studies and an economic overview in last week’s year-end Trendwatch call.

By Joe James | Nov. 8, 2004

Analyzing credit union performance against segmented peer groups can improve benchmarking. Examine electronically-offered financial services across nine peer groups

By Joe James | Aug. 30, 2004

With the first day of school approaching for children throughout the United States, we take a look at a group of credit unions that have education as their primary field of membership. Find out why these credit unions aren’t too cool for school.

By Joe James | Aug. 23, 2004

We here at Callahan’s have caught the Olympic Fever! Find out how U.S. credit unions compare with credit unions in other countries in key financial areas.

By Joe James | April 12, 2004

Over the course of 2003, 11 credit unions crossed the billion dollar asset mark and raised the total number of credit unions with over $1 billion in assets to 83. These credit unions have been effective in using their size to serve their members more efficiently.