SCERA at a Glance


Statistics data as of December 31, 2020.

Fund Statistics

Membership

  • Actives: 4,090 (General 3,368; Safety 722)
  • Deferred/Transferred: 1,445 (General 1,217; Safety 228)
  • Retired: 5,347 (General 4,339; Safety 1008)

Participating employer's member count

  • County of Sonoma (3,582)
  • Superior Court- State of California (169)
  • Sonoma County Water Agency (231)
  • Sonoma County Community Development Commission (37)
  • Sonoma Valley Fire District (59)
  • Sonoma County Transportation Authority (12)

Assets

$3.0 Billion
Policy Asset Allocation:

  • Equities 61%
  • Fixed Income 19%
  • Real Assets 20%

Investment Earnings 20-year Annualized Return

5.99% (net of fees)

Retirement benefits paid/Average years of service

All Retirees - Average 16.98 Years of service

  • Benefit:
    • $3,145/month
    • $37,745/year

2020 Retirees - Average 15.78 Years of service

  • Benefit:
    • $3,867/month
    • $46,407/year

Distribution of benefits paid

  • Less than $10,000/year: 15.89%
  • $10,000 to $19,999/year: 20.01%
  • $20,000 to $49,999/year: 40.89%
  • $50,000 to $99,999/year: 19.45%
  • Over $100,000/year: 3.76%

Retirement contributions as percentage of salary for fiscal year 2021/2022

These rates are for County of Sonoma only. Rates for other employers vary somewhat. Rates are as of 06/29/21.

Plan A (Legacy Plan)

Employee average rate:

  • General 12.20%
  • Safety 12.77%

Employer:

  • General 18.98%
  • Safety 30.04%

Plan B (PEPRA Plan)

Employee:

  • General 10.49%
  • Safety 15.36%

Employer:

  • General 13.81%
  • Safety 21.50%

In addition, the employees and the employer contribute 7.65% to Social Security.