Education ROI Calculator Formula

Understand the math behind the education roi calculator. Each variable explained with a worked example.

Formulas Used

Lifetime Earnings Gain

lifetime_gain = annual_gain * career_years - education_cost

Lifetime ROI (%)

roi_pct = ((annual_gain * career_years - education_cost) / education_cost) * 100

Breakeven Years

breakeven = education_cost / annual_gain

Variables

VariableDescriptionDefault
education_costTotal Education Cost ($)100000
earnings_withoutAnnual Earnings Without Degree ($)35000
earnings_withAnnual Earnings With Degree ($)55000
career_yearsCareer Years Remaining30
annual_gainDerived value= earnings_with - earnings_withoutcalculated

How It Works

How to Calculate Education ROI

Education ROI compares the cost of education to the lifetime earnings premium it provides.

Formula

Lifetime Gain = (Earnings Increase x Career Years) - Education Cost

ROI = (Lifetime Gain / Education Cost) x 100

On average, a bachelor's degree holder earns $1.2 million more over a lifetime compared to a high school diploma holder.

Worked Example

A $100,000 education increases earnings from $35,000 to $55,000 over 30 career years.

education_cost = 100000earnings_without = 35000earnings_with = 55000career_years = 30
  1. 01Annual earnings gain = $55,000 - $35,000 = $20,000
  2. 02Lifetime gain = $20,000 x 30 - $100,000 = $500,000
  3. 03ROI = ($500,000 / $100,000) x 100 = 500%
  4. 04Breakeven = $100,000 / $20,000 = 5 years

Ready to run the numbers?

Open Education ROI Calculator