SCERA at a Glance

Membership

• Actives: 4,242 (General 3,580; Safety 662)
• Deferred/Transferred: 1,765 (General 1,492; Safety 273)
• Retired: 5,760 (General 4,608; Safety 1,152)

Participating employer's member count

• County of Sonoma (4,011)
• Superior Court- State of California (166)
• Sonoma Valley Fire District (65)

Assets

$3.5 Billion
Policy Asset Allocation:

• Equities 59%
• Fixed Income 15%
• Real Assets 26%
• Opportunistic 0-6%

Investment Earnings 20-year Annualized Return

7.0% (net of fees)

Retirement benefits paid/Average years of service

Plan A - Legacy Non-enhanced

• Average Service:  15.25 years
• Average Annual Benefit:  $28,120

Plan A - Legacy Enhanced

• Average Service:  17.75 years
• Average Annual Benefit:  $51,604

Plan B - PEPRA

• Average Service:  6.15 years
• Average Annual Benefit:  $28,656

Distribution of benefits paid

• Less than $10,000/year: 15.03%
• $10,000 to $19,999/year: 18.95%
• $20,000 to $49,999/year: 39.84%
• $50,000 to $99,999/year: 21.76%
• Over $100,000/year: 4.42%

These rates are for County of Sonoma only. Rates for other employees vary somewhat and can be found here. Rates are as of 06/25/24.

Plan A (Legacy Plan)

Employee average rate:

• General 9.79%
• Safety 13.37%
  

Employer:

• General 18.89%
• Safety 33.04%
  

Plan B (PEPRA Plan)

Employee:

• General 7.74%
• Safety 13.64%
  

Employer:

• General 16.50%
• Safety 26.94%
  
  

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