This marks the fourth consecutive year that actual returns have exceeded the average
assumed rate of return
Assumed rate of return vs. 10-year rolling average of actual returns, 2006-2026
0%
2%
4%
6%
8%
10%
12%
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Average Assumed Rate of Return
Average Actual 10-Year Return
2026 Projection Based on Preliminary and Partial Year Returns
Source: Equable Institute analysis of public plan valuation reports, ACFRs, and investment reporting. Average 10-year return for 2026 is partially based on projected investment returns for each retirement system.
Download the data here.