SCERA at a Glance

Membership

• Actives: 4,103 (General 3,433; Safety 670)
• Deferred/Transferred: 1,688 (General 1,419; Safety 269)
• Retired: 5,627 (General 4,529; Safety 1,098)

Participating employer's member count

• County of Sonoma (3,884)
• Superior Court- State of California (158)
• Sonoma Valley Fire District (61)

Assets

$3.2 Billion
Policy Asset Allocation:

• Equities 57%
• Fixed Income 17%
• Real Assets 25%
• Opportunistic 1%

Investment Earnings 20-year Annualized Return

7.516% (net of fees)

Retirement benefits paid/Average years of service

Plan A - Legacy Non-enhanced

• Average Service:  15.80 years
• Average Annual Benefit:  $23,754

Plan A - Legacy Enhanced

• Average Service:  18.1 years
• Average Annual Benefit:  $44,633

Plan B - PEPRA

• Average Service:  6.2 years
• Average Annual Benefit:  $18,422

Distribution of benefits paid

• Less than $10,000/year: 15.25%
• $10,000 to $19,999/year: 19.30%
• $20,000 to $49,999/year: 40.22%
• $50,000 to $99,999/year: 21.10%
• Over $100,000/year: 4.13%

These rates are for County of Sonoma only. Rates for other employees vary somewhat and can be found here. Rates are as of 06/27/23.

Plan A (Legacy Plan)

Employee average rate:

• General 12.82%
• Safety 13.37%
  

Employer:

• General 18.18%
• Safety 32.41%
  

Plan B (PEPRA Plan)

Employee:

• General 10.71%
• Safety 16.27%
  

Employer:

• General 12.69%
• Safety 22.90%
  
  

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