Survivorship Bias, Survivor Guilt, and Opportunity Cost, Oh My!

November 16th, 2011 § 6 comments

N.B. For best results, try to get Destiny’s Child’s “Sur­vivor” going in your head before proceeding.

Two recent blog posts by Larry Cebula and Hol­ger Syme high­light the deep divide that sep­a­rates the pes­simists from the opti­mists in acad­e­mia. Cebula explains why he steers his stu­dents away from pur­su­ing a career as a pro­fes­sor, essen­tially argu­ing that the odds are sim­ply too stacked against them even under the best of con­di­tions. Syme, in con­trast, sug­gests that Cebula’s dream-crushing advice is short-sighted and ulti­mately dan­ger­ous to the long-term via­bil­ity of the pro­fes­sion. While Cebula’s rea­son­ing will be famil­iar to many — he’s work­ing the same rich vein as has William Pan­na­packer under his nom de doom Thomas H. Ben­ton in the Chron­i­cle of Higher Edu­ca­tion — I sus­pect he’s also still greatly out­num­bered among the greater pop­u­la­tion of aca­d­e­mics, thanks in no small part to sur­vivor­ship bias and an unwill­ing­ness to grap­ple with the unfor­giv­ing cal­cu­lus of oppor­tu­nity cost.

Sur­vivor­ship bias,” you ask? Let’s roll Wikipedia:

Sur­vivor­ship bias can lead to overly opti­mistic beliefs because fail­ures are ignored […] It can also lead to the false belief that the suc­cesses in a group have some spe­cial prop­erty, rather than being just lucky.

Sur­vivor­ship bias can lead to all sorts of hilar­i­ous sit­u­a­tions, like your grand­par­ents advis­ing you not to bother wear­ing a seat­belt because they never did, and look, they’re still around! Unfor­tu­nately it also can drive you to imag­ine that there’s a rea­son for your suc­cess. You cer­tainly deserved to win, and oth­ers who deserve it will suc­ceed, too!

In con­trast, Cebula, Pan­na­packer, et al. appear at least par­tially moti­vated by sur­vivor­ship bias’s evil twin, survivor’s guilt. They just know that they didn’t do any­thing par­tic­u­larly spe­cial, and they’re mor­ti­fied by the thought that oth­ers have failed and are fail­ing while they haven’t. They blame them­selves for the gross imbal­ance in the job mar­ket and believe that by dis­cour­ag­ing stu­dents from begin­ning the process, they can mit­i­gate some of its dele­te­ri­ous effects. I’ll admit that I find this posi­tion rather appeal­ing, in part because it’s self-deprecating, but mostly because in my case it’s actu­ally quite easy to cal­cu­late what’s at stake.

The two core ele­ments of the argu­ment against pur­su­ing a career in acad­e­mia are the poor prospects for employ­ment at the end of the road and the oppor­tu­nity cost along the way. Few pro­fes­sors would deny the exis­tence of the first chal­lenge: we’ve all run the gaunt­let of the job mar­ket, often mul­ti­ple times, and we’ve seen our friends and col­leagues and rivals do the same. Peri­odic reports on the state of the job mar­ket con­firm what we instinc­tively know: there are too many can­di­dates chas­ing too few jobs. And even among those avail­able posi­tions, fewer still con­form to the ideal of a 2–2 tenure-track post.

The point about oppor­tu­nity cost is far more con­tentious because it’s less eas­ily quan­tifi­able (and his­to­ri­ans at least are of course explic­itly trained to avoid indulging in such hypo­thet­i­cals), and pos­si­bly because so many of us are bad at math. Cebula was (rightly) called out by my col­league Zach Schrag for advanc­ing the fig­ure of “a mil­lion dol­lars” as an indi­ca­tion of the income for­gone by stu­dents pur­su­ing grad­u­ate study as opposed to some more remu­ner­a­tive career (and here every­one seems oddly obsessed with Hoot­ers). But the oppor­tu­nity costs can still be enor­mous, as my own expe­ri­ence shows.

For three years between under­grad­u­ate and grad­u­ate study, I worked at IBM, first as a con­trac­tor and then as a direct hire employee. When I left in August 1999 for the Uni­ver­sity of Michi­gan, my salary was $72,000, exclud­ing bonuses, awards, etc. which were fre­quent and not par­tic­u­larly dif­fi­cult to obtain. I then spent the next six years as a grad­u­ate stu­dent, eking out a mod­est exis­tence on teach­ing fel­low­ships and research grants. So what did I give up?

At IBM, ten per­cent raises were the norm for rea­son­ably com­pe­tent indi­vid­u­als, and I had in the pre­vi­ous year received a 13% increase and far larger increases in pre­vi­ous years. To be very con­ser­v­a­tive, let’s assume 10% per year and no pro­mo­tions, bonuses, or awards.

Year IBM Michi­gan
2000 $72,000 $14,000
2001 $79,200 $14,000
2002 $87,120 $13,000
2003 $95,832 $27,000
2004 $105,415 $21,000
2005 $115,957 $6,000
Total $555,524 $95,000

In con­trast, dur­ing my six years of grad­u­ate study, I earned a total of around $95,000 in stipends and research grants, mak­ing for a net oppor­tu­nity cost approach­ing half a mil­lion dol­lars. Not Cebula’s full mil­lion, but still noth­ing to sneeze at. Had I remained in grad­u­ate school longer than six years, the gulf would of course have widened even more rapidly, since I would have traded the com­pound­ing effect of raises for the rapidly dimin­ish­ing hand­outs granted to lin­ger­ing ABDs.

What crit­ics often fail to remem­ber is that oppor­tu­nity cost doesn’t mag­i­cally van­ish even if one is lucky enough to land a good tenure-track posi­tion like I did. Even with the rel­a­tively minor infla­tion we’ve expe­ri­enced over the last decade, 1999’s $72,000 is equiv­a­lent to just over $98,000 today. Not exactly the aver­age assis­tant pro­fes­sor salary in the human­i­ties, is it? Indeed, the oppor­tu­nity cost asso­ci­ated with acad­e­mia effec­tively con­tin­ues to mount indefinitely.

When we tell our stu­dents that earn­ing a PhD is essen­tially a very costly way to pur­chase a lot­tery ticket (albeit with less astro­nom­i­cal odds but also a vastly dimin­ished pay­out), we’re already mak­ing a good case for what might not be there at the end of the road. But we also need to explain to them what absolutely won’t be there: oppor­tu­nity cost’s for­gone earn­ings. Syme oddly claims that Cebula is cyn­i­cal to address these finan­cial con­cerns, continuing:

Has any­one ever been under the illu­sion that work­ing as an aca­d­e­mic in the human­i­ties was a quick way to wealth, home­own­er­ship, and a sta­ble nuclear fam­ily existence?

Well no, prob­a­bly not. But unless I’m mis­taken, what ani­mates Cebula’s argu­ment isn’t regret that work­ing as an aca­d­e­mic in the human­i­ties is not a quick path to these goals — which, aside from “wealth,” are hardly grandiose aspi­ra­tions — it’s the under­stand­ing that work­ing as an aca­d­e­mic in the human­i­ties more often than not rules out these goals entirely.

§ 6 Responses to Survivorship Bias, Survivor Guilt, and Opportunity Cost, Oh My!"

  • Holger says:

    Hi Sean,

    I still don’t quite get the oppor­tu­nity cost argu­ment. It basi­cally assumes that a high-paying job such as the one you had would be the obvi­ous — or at least the aver­age — alter­na­tive to doing a human­i­ties PhD. That doesn’t strike me as par­tic­u­larly real­is­tic. I would pre­sume that many of the kinds of stu­dents that are drawn to acad­e­mia would be attracted to the kinds of jobs that are often less secure and less lucra­tive than work­ing for IBM. Per­son­ally, before I started my PhD, I temped for two years while work­ing in film and the­atre, and that’s what I would have con­tin­ued to do if I hadn’t gone back to grad school. (I was mak­ing a tiny bit more money in that “career” than as a grad stu­dent, but I also had higher liv­ing expenses.)

    But I also don’t under­stand why oppor­tu­nity cost is an argu­ment against going to grad school at all — which is how Cebula seems to use it. It may be some­thing we should alert our stu­dents to and it’s another argu­ment for being selec­tive in choos­ing where to do one’s grad work. But do you regret hav­ing given up your IBM job? Would you regret it if you hadn’t got a tenure track posi­tion? Would you ever con­sider going back to your old career? (All of which is to say, I don’t quite get why the “cost” part is more impor­tant than the “oppor­tu­nity” part.)

  • Mark Sample says:

    I gen­er­ally fall on the “don’t go to grad school and expect to become a tenure track pro­fes­sor” side of things. But I’m also wary of the oppor­tu­nity costs argu­ment. It is often based on sub­jec­tive expe­ri­ence, the same as the sur­vivor­ship bias. As a bal­ance to your IBM exam­ple, I could talk about myself and my deci­sion to leave my job to go to grad­u­ate school. I was a fully cer­ti­fied teacher, teach­ing at a pri­vate high school (this already had oppor­tu­nity costs, since pri­vate high schools paid less than pub­lic schools). My grad­u­ate stipend was only a few thou­sand dol­lars less than my teach­ing salary. Throw in the sum­mer courses I taught, some grants I worked on, and a few other enter­prises, and I made more money in grad­u­ate school than out—at least if I had stayed teach­ing at that par­tic­u­lar school.

    Another point to con­sider is that what­ever we’re doing before grad­u­ate school (if we do go to grad­u­ate school) itself has oppor­tu­nity costs. Teach­ing high school had oppor­tu­nity costs. IBM, I’m sure, had oppor­tu­nity costs. But these costs are often non-monetary. Social costs. Emo­tional costs. Intel­lec­tual costs. San­ity costs. These hid­den costs can even­tu­ally turn into finan­cial costs as well (years of coun­sel­ing to get over the meth habit I picked up while teach­ing high school chem­istry, for example).*

    In the end, the best argu­ment to me for advis­ing stu­dents against grad school remains the scarcity of tenure track jobs. There are plenty of num­bers to sup­port this fact and we need to share them with stu­dents. But more cru­cially, and more sys­tem­i­cally, we need to retrain the way both our­selves and our stu­dents think about grad­u­ate school. The end result of a Ph.D. in the human­i­ties need not be a tenure track posi­tion. I’m think­ing of Roger Whitson’s recent post on how grad­u­ate stu­dents and pro­grams should reform them­selves to address this new reality.

    * Purely hypo­thet­i­cal. I never required counseling.

  • […] a nice round-up of the cur­rent rehash­ing of the should-you-or-shouldn’t-you ques­tion here, so I won’t bother recap­ping the whole thing. Besides, it should all feel more than familiar […]

  • Sydney says:

    I was going to add a few thoughts to Mark’s com­ment, but they spun out of con­trol, so I’ve posted them here: http://moretowrite.wordpress.com/2011/11/16/grad-school-and-opportunity-cost/.

    Short ver­sion: Mark is absolutely right.

  • Gary says:

    Many years ago, in the 1980s, I cal­cu­lated my then opportunity-cost for my PhD in His­tory. I reck­oned up about $200,000.

    I would just add to this dis­cus­sion that for a fair life­time com­par­i­son, you need to con­sider the real­is­tic alter­na­tive jobs for peo­ple who choose a PhD in His­tory. It is not “man­ager at a Hoot­ers” but sim­i­lar careers requir­ing post-graduate edu­ca­tion, like law. (I have often talked with stu­dents torn between law school and grad school. I have never talked with a stu­dent torn between grad school and man­ag­ing a Hoot­ers.) These careers have start­ing pay much higher than acad­e­mia and life­time earn­ings far above those for all but a tiny, tiny hand­ful aca­d­e­mic stars.

  • Sean says:

    Mark and I park our cars in the same garage: the scarcity of tenure-track posi­tions ought to be the sin­gle great­est deter­rent to grad­u­ate study. And I’m vir­tu­ally cer­tain that this is the kind of “pro­fes­sor” Larry tells his stu­dents they’re not going to become. My inter­est in sup­ple­ment­ing the scarcity argu­ment with oppor­tu­nity cost is that it forces stu­dents (and us) to think a lit­tle more imag­i­na­tively about the real costs of grad­u­ate study. I didn’t walk into a high-paying job directly out of col­lege. I temped for some­thing like $12 an hour, which turned into a $2000/month trial period learn­ing more sub­stan­tive tech­ni­cal things con­tracted at IBM, which turned into a $4000/month “nor­mal” job con­tracted at IBM, which turned into a higher pay­ing direct job with IBM, which then involved fur­ther raises.

    Unless BA-holders are going into finance, they’re almost cer­tainly going to bounce around in some low-paying jobs. Per­haps even more dis­heart­en­ing is that these will be low-responsibility jobs, too. Because stu­dents have a dif­fi­cult time imag­in­ing how they’ll ever make the tran­si­tion from temp­ing to some­thing more mean­ing­ful, it’s tempt­ing to latch onto the idea of a voca­tional or credential-building course of study: law school, MA in edu­ca­tion, etc. What we need to make clear is that a PhD in the human­i­ties is not a sound path to a spe­cific career. The oppor­tu­nity cost argu­ment is a way to demon­strate that there aren’t just risks, there are costs.

    I don’t buy the idea that my cur­rent aca­d­e­mic col­leagues would have spent those six or eight years of their 20s and 30s temp­ing or work­ing at Star­bucks or what­ever. Intel­li­gence aside, we’re talk­ing about peo­ple who are highly moti­vated and orga­nized. If grad school in the human­i­ties is your “only option,” you haven’t really con­sid­ered your options.

    Mark, you must know that I’m sym­pa­thetic to Whitson’s argu­ment. Thanks in large part to CHNM, my depart­ment is one of the few places where non-traditional career tra­jec­to­ries in pub­lic his­tory and dig­i­tal his­tory are not second-rate con­so­la­tion prizes for our grad­u­ate stu­dents, who are deeply involved in grant writ­ing and project man­age­ment. It remains to be seen how trans­ferrable or replic­a­ble this envi­ron­ment will be at other institutions.

    I would also like to address Holger’s point about selec­tiv­ity. If we encour­age stu­dents only to attend the most selec­tive pro­grams, then they’re more likely to get a good job. We already know this, anec­do­tally from look­ing around our depart­ments, and of course from the excel­lent work of peo­ple at the AHA, etc. But who gets into elite grad­u­ate pro­grams? As the same researchers have shown, peo­ple from elite under­grad­u­ate pro­grams, of course. And who attends elite under­grad­u­ate pro­grams? And now we’re back to the Anthony Grafton’s updated ver­sion of the Aryan from Darien.

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