Buffer Depletion

The Buffer

Personal savings rate as share of disposable income

What is the current The Buffer?

PERSONAL SAVINGS RATE
2.6% ↓ Worsening
of disposable income saved
One year ago
5.5% ↓ Worsening
down 2.9 points since Apr 2025

The U.S. personal savings rate was 2.6% of disposable income in April 2026, down from 5.1% a year earlier, according to the Bureau of Economic Analysis. This is well below the 7.5% pre-pandemic average and below the 5–7% range economists consider a healthy buffer against financial shocks. The savings rate feeds the American Distress Index's Safety Net & Buffer domain, one of five equal-weighted domains, and validated research shows savings rate declines precede loan delinquency spikes by 9 quarters. Source: BEA via FRED (PSAVERT).

The national savings rate has fallen to a level that historically precedes significant increases in loan delinquency.

Americans saved just 2.6% of disposable personal income in April 2026, according to the Bureau of Economic Analysis — well below the 5–7% range economists consider healthy and below the roughly 6.5% average from the three years leading into the pandemic. Pandemic-era excess savings are fully exhausted.

When the savings rate drops this low, the effects cascade through every measure of household financial health. The Safety Net shows that only a minority of Americans could handle a $1,000 emergency from savings. The Cannibalization Rate reveals that 401(k) hardship-withdrawal rates have risen well above their 2019 rate. The macro savings rate and the micro household surveys are telling the same story.

Historically, this is a leading indicator. During the 2005–2007 period, the savings rate fell below 3% — over two years before mortgage delinquencies spiked in the financial crisis. Debt Service shows household debt payments consuming a growing share of disposable income and climbing. With savings depleted and debt service rising, the margin for error has all but disappeared.

Source: BEA via FRED · Latest: 2026-04

Explore Further

Is this happening to you?

How many months of expenses could you cover if your income stopped tomorrow?

How has The Buffer changed over time?

CSV Chart Card
Savings rate remains far below its pre-pandemic average
Personal savings as percentage of disposable personal income
The Buffer
Historical data
Monthly · BEA via FRED
Period Value YoY Change
Apr 2026 2.6% −2.9 pts
Mar 2026 3.2% −1.9 pts
Feb 2026 3.6% −1.6 pts
Jan 2026 4.3% −0.8 pts
Dec 2025 3.6% −0.7 pts
Nov 2025 3.8% −1.1 pts
Oct 2025 3.9% −1.1 pts
Sep 2025 4.3% −0.5 pts
Aug 2025 4.4% −0.8 pts
Jul 2025 4.5% −0.8 pts
Jun 2025 4.6% −1.1 pts
May 2025 4.9% −0.9 pts

Frequently Asked Questions

What is the current U.S. personal savings rate?

The U.S. personal savings rate was 2.6% of disposable income in April 2026, according to the Bureau of Economic Analysis. This is down from 5.1% a year earlier and well below the 7.5% pre-pandemic average.

Why does the personal savings rate matter for financial distress?

The savings rate is the cushion between a bad month and a missed payment. It is the sole input to the American Distress Index's Safety Net & Buffer domain, one of five equal-weighted domains, scored against its own quarterly history since 2005. When savings sit low in their own record, households have less room to absorb a shock before bills go unpaid.

What is a healthy personal savings rate?

Economists generally consider a personal savings rate of 5–7% of disposable income to be a healthy baseline. The pre-pandemic (2015–2019) average was approximately 7.5%. Rates below 4% have historically been associated with elevated household financial vulnerability and preceded the 2008 financial crisis.

How is the personal savings rate used in the American Distress Index?

The personal savings rate is the sole member of the American Distress Index's Safety Net & Buffer domain, one of five equal-weighted domains. Each quarter is scored as a percentile of the series' own full quarterly history, inverted so that a lower savings rate reads as higher distress. The domain enters the composite at equal weight with Delinquency, Default & Legal, Debt Burden, and Labor.

Where does the personal savings rate data come from?

The personal savings rate is published monthly by the Bureau of Economic Analysis (BEA) as part of the Personal Income and Outlays report. American Default tracks it via the FRED series PSAVERT. Data is typically released with a one-month lag.

Ross Kilburn
Written by

Ross Kilburn, Founder

American Default Research · Seattle, Washington

Two decades working directly with financially distressed American households — from property preservation in 2003, to negotiating over 1,000 short sales during the Great Recession, to foreclosure defense marketing today. Author, The Ark Law Group Complete Guide to Short Sales (Auroch Press, 2013). Twice named to Puget Sound Business Journal Fast 50 for Ark Law Group. B.A., University of California, Berkeley, 1992. Founded American Default Research in 2026 to fill a gap in public data that had been empty since 2013.

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Why does The Buffer matter?

The Buffer is one of 88 live indicators tracked by American Default Research. The methodology page explains sources, update cadence, and how the index uses its published inputs.
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