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Compass Investors Average Annual Pure Investment Return Calculator

Questions? Problems? Click here.

1. Enter your ORIGINAL Retirement Plan STARTING BALANCE (typically $0):  Press TAB after EACH entry.  
2. Enter the # OF YEARS you have contributed to your Retirement Plan (max. = 30):    
3. Enter your estimated AVERAGE SALARY since starting your Retirement Plan
(e.g., $40,000, $100,000, etc.):
   
4. Enter your CURRENT Retirement Plan BALANCE (e.g., $10,000, $100,000, etc.):    
5. Enter the TOTAL of any Company Contributions (e.g., Profit Sharing, etc.) included in the
Current Retirement Plan Balance entered in Question #4:
   
6. Enter the % OF YOUR SALARY that YOU have been contributing -- on average --
to your Retirement Plan since starting
the Plan (entry must be > 0%):
   
7. Enter the % OF YOUR SALARY that YOUR COMPANY has been contributing -- on average --
to your Retirement Plan since starting the Plan:
   
After you have answered all the questions above
Your average annual Pure Investment Return will appear in the box below.
   
   
Click the 'Close Window' button below or click here to download the Retirement Goal Calculator.
Then enter your average annual Pure Investment Return  as the answer to Question #5.
   
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Compass Investors, LLC  • P.O. Box 94 • Kenilworth, IL • 60043-0094 • USA •1.866.54.COMPASS (1.866.542.6672)