SCERA at a Glance

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%

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.