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    Statistics & Research

    Financial Literacy Statistics

    3 min read · Educational Reference · Last reviewed 2026-05-31

    Quick Answer

    Financial-literacy surveys consistently report that a meaningful share of U.S. adults struggle with basic questions about interest, inflation, and risk diversification.

    Key Takeaways

    • Literacy varies by age, income, and education.
    • The Big Three financial literacy questions are widely used in surveys.
    • Younger adults score lower on average.

    The Big Three

    The Big Three questions - covering compound interest, inflation, and diversification - are a standard battery used by FINRA and other researchers.

    Frequently Asked Questions

    Where to find U.S. literacy data?

    FINRA's National Financial Capability Study is the most commonly cited public source.